Insurance | Daniel Gundrum, CFP

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.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Preparing for the Expected

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

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Managing Health Care for an Elderly Loved One

Deciding how to handle a loved one’s health care can be challenging and emotionally taxing. Here’s how to get started.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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