I’m a small business owner, do I need additional liability insurance?
small business, insurance, business owner Catherine Valega small business, insurance, business owner Catherine Valega

I’m a small business owner, do I need additional liability insurance?

I’m a small business. Do I need additional business coverage and/or business liability insurance? How do I know what I may need? Where do I start? Read on for the 6 types of business insurance to consider, and how to acquire the correct type of business insurance and liability coverage.

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Year-end Financial Moves to Consider + What I’m Thankful for
financial planning, IRA, insurance Catherine Valega financial planning, IRA, insurance Catherine Valega

Year-end Financial Moves to Consider + What I’m Thankful for

Check out our year-end financial strategies to consider, learn some quick money-saving tips, and read what we’re thankful for this year. Should you potentially consider a Roth IRA conversion, or a Qualified Charitable Distribution? Did you know you can use HSA and FSA funds to purchase menstruation supplies this year?

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Financial planning through the decades
financial planning, investments, insurance, benefits, business owner Catherine Valega financial planning, investments, insurance, benefits, business owner Catherine Valega

Financial planning through the decades

What is the secret sauce to financial planning through the decades? Read on as Catherine Valega, Financial Advisor and partner to her clients help clients from ages 20 - 80. We help you in each stage of your life with budgeting, student loan debt, benefits, insurance, investments, retirement planning and beyond.

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