Insurance | James P. DeMatteo, 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.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Why each spouse needs life insurance

How to help make sure your family is covered financially should something happen to either spouse

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.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Finding solace in times of crisis

Watch Joleen's journey to find comfort in times of crisis

Financial confidence boosters for women in midlife

Five things women in midlife can do to help boost their financial confidence. 

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Whole life insurance: part of a tax diversification strategy

A strategy that can help your retirement go a long way.

Tips to convert term life insurance to whole life insurance

A term life policy can be converted to permanent life insurance as protection needs for you and your loved ones change

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