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Derick Coffey
Jan 1, 20241 min read
What to Consider with Employer-Sponsored Benefits
Make sure you are getting the most out of your employer.
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Derick Coffey
Jan 1, 20241 min read
Should You Use the Health Insurance Marketplace if You Retire Early?
Retiring before age 65 is perfectly fine, just make sure you have the proper Health Insurance coverage before handing in your notice.
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Derick Coffey
Jan 1, 20241 min read
What Should You Consider when Reviewing Your Life and Health Insurance Policies?
Protect yourself from medical emergencies and untimely death. Use this checklist to make sure you are covered appropriately.
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Derick Coffey
Jan 1, 20241 min read
Should You Change Your Medicare Coverage During Open Enrollment?
Changing Medicare coverage can make sense for some people. This flowchart can help you determine if you are one of them.
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Derick Coffey
Jan 1, 20241 min read
What to Consider when Reviewing Home, Auto, and Umbrella Coverages.
Protecting yourself from liability and property loss is the purpose of these insurance types. Use this checklist to ensure your are insured.
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Derick Coffey
Jan 1, 20241 min read
What You Consider when Purchasing Long-Term Care Insurance
LTC can be a useful hedge against healthcare costs in retirement. This checklist can help you work through what you need.
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Derick Coffey
Jan 1, 20241 min read
Does an Annuity Fit in Your Financial Plan?
Annuities have their place in retirement planning. This checklist can help you determine if one is right for you.
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Derick Coffey
Jan 1, 20241 min read
What Should You Consider when Purchasing Life Insurance?
Know what you are buying, and if you are buying enough, when considering life insurance. Use this checklist to help guide you.
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Derick Coffey
Jan 1, 20241 min read
What Issues Should You Consider when Reviewing Your Life Insurance Policy?
Understanding your coverage, and having the right amount of coverage, are the first two steps of reviewing your life insurance policy.
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