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Personal Advisory


Volunteering on a board? Ask these two questions first!
Volunteering on a board is a generous way to give back to your community, and we applaud those who do. However, many volunteers do not...

Marlene Levengood
Aug 10, 2021


5 Time-Management Skills for Better Work-Life Balance
Are you constantly racing against the clock? Is work–life balance something you can only dream about? A good work–life balance can reduce...

Knight Insurance Group
Nov 4, 2019


Smart People...Dumb Insurance Mistakes Part Three!
Third installment where we provide you the Cliff Notes version of Jill Schlesinger’s book, The Dumb Things Smart People Do With Their...

Marlene Levengood
Oct 15, 2019


Smart People...Dumb Insurance Mistakes Part Two!
Second installment where we provide you the Cliff Notes version of Jill Schlesinger’s book, The Dumb Things Smart People Do With Their...

Stephanie Ehman, CIC, CPRM, CISR, CPSR
Oct 8, 2019


Smart People...Dumb Insurance Mistakes!
First installment where we provide you the Cliff Notes version of Jill Schlesinger’s book, The Dumb Things Smart People Do With Their...

Monica Romstadt, CPRIA
Sep 30, 2019
![What if? [Disaster Strikes]](https://static.wixstatic.com/media/196b69_a78f32a2869d419f81ed460509c33f45~mv2.jpeg/v1/fill/w_333,h_250,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/196b69_a78f32a2869d419f81ed460509c33f45~mv2.webp)
![What if? [Disaster Strikes]](https://static.wixstatic.com/media/196b69_a78f32a2869d419f81ed460509c33f45~mv2.jpeg/v1/fill/w_305,h_229,fp_0.50_0.50,q_90,enc_avif,quality_auto/196b69_a78f32a2869d419f81ed460509c33f45~mv2.webp)
What if? [Disaster Strikes]
Sometimes paper is best. In this age of electronic everything, we don’t think about how we would get important info if our computer or...

Marlene Levengood
Jan 29, 2018


Identity Theft
Identity theft is when a thief pretends he’s you and uses your identity to steal your money, your credit, your medical records, etc. ...

Diane Keil-Hipp, Ph.D., CPRM
Sep 25, 2017


Uber Driver - Extra Cash or Extra Cost?
Ridesharing services, such as Uber and Lyft, have drawn a lot of attention these days. At first, what seemed like a harmless, easy way...

Marlene Levengood
Apr 11, 2017
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