Disability Insurance: The Basics

One of my missions through this blog is to connect my readers with the good folks in industry- a win win situation. Today’s guest poster is one of them: Eric Bork of Pattern Life and Disability Insurance. Let’s take a look at the basics of Disability Insurance from someone who does it day in and […]

Investment Policy Statement: A Template

You need an Investment Policy Statement. Do you have one? If you said no, you’re not alone. Neither did I, until now. The White Coat Investor has been harping on this for nearly a decade. I admired his elegant IPS posted on the Bogleheads forum but couldn’t make myself sit down to write it all […]