Insurance | Nathan Kauffman, CFP®, RICP®

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Have A Question About This Topic?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Key Moves for Open Enrollment Season

During open enrollment season, choose benefits that align with both major life changes and your overall financial plan.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Should You Cancel Your Life Insurance Policy?

Before canceling life insurance, understand what you give up, what it could cost later–and what smarter options might exist.

View all articles