Insights
Protection, explained
Articles on life insurance, annuities, long-term care and disability cover for families with lives across borders.
September 9, 2026
Disability Insurance: Protecting the Paycheck Behind the Plan
Every projection in a financial plan quietly assumes the income keeps arriving, disability insurance is how families protect that assumption.
August 14, 2026
Your Life Insurance Doesn’t Cross Borders as Easily as You Do
A life insurance policy is written to one country’s rules, and a move between the UK and the US can quietly change how it is taxed, owned, and paid out.
July 30, 2026
How Insurance Fits Inside a Financial Plan, and When It Doesn’t
Insurance is a risk-transfer tool with a specific job inside a financial plan, and knowing when that job is done matters as much as buying the coverage.
June 26, 2026
The Retirement Risk Most People Miss
Healthcare costs are the retirement risk most families underestimate. Rosefinch Investment Advisors explores how to build a plan that can absorb them.
June 3, 2026
Term Life Insurance Conversion: What It Is and How it Works
Learn how term life insurance conversions work, when to convert, and the pros and cons of fixed and variable permanent life insurance options.
October 1, 2025
Fixed Indexed Annuities: A Comprehensive Guide
Everything you need to know about fixed indexed annuities, how they work, their benefits, and whether they're right for U.S. expat investors.
May 7, 2025
Planning for Long-Term Care: Why It Matters More Than Ever
Long-term care costs can devastate a retirement plan. Discover why U.S. expats face unique LTC challenges and how to plan effectively.