September is here, which means open enrollment season is here again. This is your chance to review your benefits, increase your coverage or cut back on areas that may not be serving you. If you’ve muddled through your benefits in the past, then this is a new opportunity to understand your benefits and customize them to your needs. If not much has changed over the past year, it might be fine to Continue Reading
Reviewing Employee Benefits for Open Enrollment
It may still be summer, but open enrollment is just around the corner! Chances are you haven't read all the details of your employee benefits. It's important to understand what benefits you might be able to take advantage of. This year, take the time to review your options and feel confident when open enrollment rolls around. This is especially critical if you've had major changes within your Continue Reading
Maximizing Employee Benefits During Open Enrollment
If you’re like many of my clients, you remember how much you get paid every month. But when it comes to the details of your employee benefits, it’s easy to glaze over what’s in the fine print. Many employers offer great benefits, and you can protect your family and build wealth by taking advantage of them. Do you understand all that your employer has to offer? When the email comes about Continue Reading
Uncovering Treasures in Your Employee Benefits
Do you understand your options on employee benefits such as disability insurance or life insurance? If your employer offers multiple retirement plan options, do you wonder if you are signed up for the best retirement plan for you? If you're like most people the answer is probably "I have no idea". I am honored to be featured on Money.com this month to talk about how a financial planner can help Continue Reading
Making the Most of Open Enrollment
It’s that time of the year when you get to snuggle up next to the fireplace, sip hot cocoa ... and look at your employee benefits. Yes, it’s open enrollment time, and you may find yourself looking at a big ol’ packet of information, not really understanding what everything is, and electing the same stuff that you had last year. This may mean that you are missing out! Since employee benefits can Continue Reading