Your Year-End Checklist
Question of the Week Your Year-End Checklist Happy Friday all! The end of 2020 is here. And for many of you, 2021 couldn’t come any sooner. Before we get to…
Category: Insurance
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High Deductible Plans That Don’t Qualify For An HSA
Question of the Week High Deductible Plans That Don’t Qualify For An HSA Happy Friday all! With the election (somewhat) behind us, it’s time to get back to the other… -
High deductible plans that don’t qualify for an HSA
Question of the Week High deductible plans that don’t qualify for an HSA Happy Friday all! This week I have a follow up to last week’s post about HSAs: the… -
Can I still contribute to a Health Savings Account?
Question of the Week Can I still contribute to a Health Savings Account? Hello, hello, hello! Happy Five-Minute Friday. This week I’ve had a few clients ask about contributing to… -
Three Insurance Supplements You Should Have in Your Plan
Since it’s open enrollment time, I wanted to remind you of some insurance supplements that you should keep in mind. The fundamental five – health, car, life, disability and home… -
Making the Most Out of Your Open Enrollment
I can’t believe it’s November already. That means it’s time to gear up for the end of the year. You’ll want to make sure all of your 2018 to-dos are… -
How to Prepare Financially for Adoption
Congratulations. You’ve decided to adopt a child. Now how are you going to pay for it? In honor of National Adoption Month, I’ve covered the importance of adoption and how… -
Cafeteria Plans 101
This week, I’ll wrap up my posts on open enrollment. We’ve already talked about how to make the most out of your plan and identified which supplements you should make… -
Three Insurance Supplements You Should Have in Your Plan
Since it’s open enrollment time, I wanted to remind you of some insurance supplements that you should keep in mind. The fundamental five – health, car, life, disability and home… -
Making the Most Out of Your Open Enrollment
I can’t believe it’s October already. That means it’s not just time to pick out your costume, but also to gear up for the end of the year. You’ll want… -
Five Financial Tasks to Complete Before You Have a Child
My friends like to joke that I hate kids. They tease me because whenever anyone asks if Ben and I are going to have children, the answer is a resounding… -
Three Insurance Supplements You Should Have in Your Plan
This is the last entry in my insurance series. I hope you found it helpful. Insurance may not be the most interesting financial topic, but it plays a crucial role… -
The Best Ways to Protect Your Home
I love talking to friends and clients about their financial lives. I especially love those “ah ha” moments when people realize that concepts they’ve never even considered are actually really…