Streamlining all things personal finance, family, and lifestyle.

Tag: insurance

  • Why is Getting Auto Insurance in CA state so difficult?

    Why is Getting Auto Insurance in CA state so difficult?

    💡 This post is a continuation of my previous post How to Save on Auto Insurance in Under 5 Minutes, after realizing that my process wasn’t as simple as I had expected and that I needed a separate post to write about this 🤦🏼‍♂️. Summary Starting with GEICO Now that I had a good sense…

  • Never Say Never – How I Purchased My First Life Insurance Policy

    Summary Introduction About two months before my wife’s due date, I started doing some research on life insurance policies. Rightly or wrongly, my research was kickstarted by the all the fear and uncertainty related to money, as I was preparing for the delivery of our daughter. I first started out by reaching out to the…

  • Putting the Owning vs Renting Debate to Bed

    Putting the Owning vs Renting Debate to Bed

    Summary Introduction I drank the Kool-Aid on stocks at an early age (note to come back to this for my lessons on stocks) and was never a big believer in real estate until I met my wife, learned more about the tax advantages of real estate, realized how both sides of my families had built…

  • How to Save on Auto Insurance in Under 5 Minutes

    How to Save on Auto Insurance in Under 5 Minutes

    Tl;dr Introduction Little did I know that what started with a simple renewal process and my desire to get some savings and move my policy to California, ended up being a weeks-long time-consuming process. Towards the end of Jan 2024, I received an email from my current auto insurance carrier, Progressive, that my policy is…

  • 4 Underrated Ways to Maximize Your Costco Membership

    4 Underrated Ways to Maximize Your Costco Membership

    Intro I have found that existing resources on how to maximize your Costco are a little underwhelming and not that insightful. While my family’s not heavy Costco shoppers by any means (our annual 2% cash back doesn’t even cover the $120 Executive membership), the benefits that we get from shopping at Costco is immense that…