Umbrella Liability Insurance When your local weather forecaster tells you that it's going to rain, what do you do? That's easy--you reach for your umbrella. So why not purchase an umbrella that can protect you in stormy financial weather? Umbrella liability insurance (ULI) can do just that. By … [Read more...]
Windward Passages: Umbrella Liability Insurance
Windward Passages: Understanding Risk
Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under … [Read more...]
Windward Passages: Caring for Your Aging Parents
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019 What is it? Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring for your aging parents means helping them plan for the … [Read more...]
Windward Passages: Protecting Your Child’s Identity
As parents, we do everything we can to protect our children. We lock doors before bed every night, teach them about “stranger danger”, and make sure they wear a helmet on their bike ride. But how do we protect them from identity theft? It might not seem like a real threat but a child credit … [Read more...]
Windward Passages: Credit Freeze Changes
Massive computer hacks and data breaches are now common occurrences-an unfortunate consequence of living in a digital world. Once identity thieves have your information, they can use it to gain access to your bank and credit card accounts, make unauthorized transactions in your name, and … [Read more...]