Making the Most of Open Enrollment Season: A Financial Perspective
As fall arrives, so does open enrollment—a short but important window when you can review your health insurance and employee benefits for the upcoming year. While it may feel routine to click “renew” on your…
Whole Life Insurance Explained: HSAs and FSAs
With family health insurance premiums rising 297 percent since 2000, averaging over $25,000 annually, some employees feel the squeeze. Deductibles, too, have jumped nearly 50 percent over the last decade, further increasing out-of-pocket expenses. In…
Understanding Your Financial Portfolio: What’s Inside and Why It Matters
When you hear the word portfolio, you might think of an artist’s collection of work or a student’s binder of projects. In the financial world, however, a portfolio is something far more important—it’s the collection…
4 Social Security Questions Answered
October 7, 2021 | Lena Rizkallah, JD, CRPC® One of the most confusing aspects of retirement planning is understanding Social Security. The rules can be confusing and hard to decipher, and the benefits are likely…