AboveBoard Blog

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Investment Professionals are Raiding Kids’ College Savings
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Life Insurance for "Uninsurable" and "Hard to Insure" Business Owners and Valued Employees
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Pregnant or planning to be? Don't wait to get life insurance.
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Flowers vs. Turds: An Honest Rating System for Life Insurance Sales Lines
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What an Ethical and Smart Insurance Brokerage Looks Like
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A Quick & Clear Overview of AboveBoard Financial
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Client Story
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How to Get Life Insurance When You Have a Heart Condition
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Life Insurance for "Uninsurable" and "Hard to Insure" Business Owners and Valued Employees
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Financial Predators Selling Risky Life Insurance Policies To The Elderly
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Upgrading from “Not Bad” to Excellent Life Insurance Coverage
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College Savings
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Be careful about using NY 529 plan money for K-12 education if you're a NY taxpayer...
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529 Plans: now you can cover up to $10,000 K-12 tuition expenses / year
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You Can Transfer 529 Plan Money to a Lot of Family Members
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Dangerous Misconception Alert: "Not saving for college maximizes the financial aid package"
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Disability Insurance
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Disability Insurance: Cost of Living Adjustment
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Disability Insurance: Everything You Need to Know
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Applying for Life & Disability Insurance in the Time of COVID-19
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What an Ethical and Smart Insurance Brokerage Looks Like
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Investing
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Deciding What to Invest In? Be Careful About Morningstar Ratings.
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You’re never too rich or too smart to get ripped off by the financial services industry (a case study)
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What’s Wrong with Active Management and Why You Might Be Losing Money and Not Even Know It
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Life Insurance
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Annual Renewable Term Life Insurance
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Irrevocable Life Insurance Trusts
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Do I Have a Taxable Estate?
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Is Life Insurance Taxable?
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Long-Term Care
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How to Talk to Your Parents About Long-Term Care...Constructively
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Long-term care insurance
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Long-term Care Insurance: A Quick Primer
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Long-Term Care Insurance for Washington State Residents
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Personal Finance
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When does it make sense to "skip the retirement plan" and save for retirement in a brokerage account?
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What You Must Know Before You Refi Student Loans
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Is your retirement plan crappy?
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Your employer matches retirement plan contributions. But what happens if you leave the company? Vesting matters.
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