Q&A Recaps

Q&A Recaps

November 7, 2025

Management Q&A

How do I decide if I need umbrella insurance and how much I should have? A question about closing a 10-pay whole life insurance policy. Should I pay out of pocket to attend the European premiere of the show I write for? How do I best decide whether to move forward working with a Certified Financial Professional (CFP)? What is the clearest way to track refunds and reimbursements? Can I take a break from work for the rest of the year to care for my mental health? Should I take the monthly amount that I’m currently contributing to my non-retirement investment account and instead start putting it into my IRA. Should I contribute to the Flexible Spending Account (FSA) offered by my employer? Can I just use TurboTax to prepare my tax return?

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