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Making Dollars Out of Sense

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In our Risk Management category you'll find topics such as life insurance, disability insurance, annuities, corporate structures, along with a few other topics.


Risk Management is the concept of identifying and evaluating loss exposure and is normally associated with the word Insurance. But Risk Management is much more than buying insurance.


Risk is part of life and is involved in everything you do. Catastrophic events to simple aggravations can impact your financial world. Inefficiencies in managing risk can deprive you and your family of future wealth. Poorly managed risk can impact multiple generations.


Learning how appropriately identify risk and using the correct tools to manage risk plays a huge role in creating a personal financial plan. Get busy learning about risk and how to manage its economic impact.

What is Financial Planning?

June 11, 2015 by Chris

The term “Financial Planning” is tossed about in the financial services industry as if it's a byproduct of something else. This poses the question: “What is Financial Planning?” Explaining the process of Financial Planning might best be said by … [Read more...]

Life throws curve balls… that’s why we have insurance

June 10, 2015 by Chris

Life throws us curve balls and sometimes life will “strike" you out… literally. Here’s what I mean; you’ve worked hard and your career is taking off. You married your sweetheart, have babies, bought that dream house, and are driving around in a … [Read more...]

Which tax benefit is best when buying annuities?

June 10, 2015 by Chris

When it comes to understanding annuities, complexity is not the only issue, it’s just downright confusing. As a consumer, more than one challenge is before you. Not only is it difficult to make heads or tails of what you’re buying, but sifting … [Read more...]

A Few Tips When Buying Life Insurance

June 10, 2015 by Chris

Here's a few tips to help you make good decisions when buying life insurance. Life insurance is typically sold. I prefer you to be in the driver's seat and “buy” life insurance rather than be "sold" life insurance. These few tips will equip you … [Read more...]

Is there a reason to buy life insurance on kids?

September 24, 2014 by Chris

They come into this world and no doubt change yours forever. We're moved in ways we didn't think possible... love them in ways we never imagined. Thus, we are vulnerable to bias' when it comes to doing them the greater good. We want to do what's … [Read more...]

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A Financial Planner’s Wedding Toast

Congratulations to you both on this beautiful day! … [Read More...]

10 things To Do Now to Winterize Your Home and Save Some Green

You have probably heard public service … [Read More...]

Don’t Let the Pumpkin Spice Latte Blow Your Budget Again

Pumpkin Spice Latte’s are here (oh yes). This … [Read More...]

Cutting the Cord: Cancel Cable to Improve Your Monthly Budget

The Wall Street Journal reported on June 17, 2015 … [Read More...]

How to Reduce Your Cable or Satellite Bill?

So you’re not ready to cut the cord yet, but you … [Read More...]

What is Financial Planning?

The term “Financial Planning” is tossed about in … [Read More...]

Life throws curve balls… that’s why we have insurance

Life throws us curve balls and sometimes life will … [Read More...]

Which tax benefit is best when buying annuities?

When it comes to understanding annuities, … [Read More...]

Investing, working with advisors, and other things

Why it is important to know if you are working … [Read More...]

A Few Tips When Buying Life Insurance

Here's a few tips to help you make good decisions … [Read More...]

Is there a reason to buy life insurance on kids?

They come into this world and no doubt change … [Read More...]

10 things to get your financial house in order

Create a statement of net worth If you don’t … [Read More...]

Making Dollars Out of Sense

is brought to you by Wealth 360, LLC a fee-only financial planning and investment management firm.

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