Archive for the
‘Insurance Planning’ Category

The period between Thanksgiving and the end-of-year holiday season would seen like a sleepy time for financial planners, but in fact it is anything but. You might be surprised at how much activity takes place on behalf of you and your investments in the final month of the year. For instance? Even though this has […]

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Errors and Omissions Insurance Errors and Omissions (E&O) insurance has many names. For some healthcare professionals, it’s called malpractice insurance. For lawyers, it may be called professional liability insurance. Whatever name it goes by, E&O insurance is designed to protect you or your company from potential financial damages that may arise from a client holding […]