3 Elections You Really Don’t Want to Miss This Open Enrollment Season

2022-10-04T00:01:01+00:00October 3, 2022|Blog, Insurance|

Are you prepared for this year’s open enrollment season?  Open enrollment is a period when you can elect or change your workplace benefit options, like medical insurance, life insurance, and other job perks, like student loan repayment, legal services, pet insurance, etc.  But while these benefits can offer significant financial and wellness benefits, not many people understand what their employer actually provides. A Voya study found that 35% of people were confused about their company [...]

6 Questions to Help Determine If You Have Enough Life Insurance

2022-09-01T19:36:16+00:00September 1, 2022|Insurance|

How much life insurance does one person need?  Well, that depends. First, ask yourself, is life insurance ever about just one person?  If you have a family or people who depend on your income, life insurance can be a lifeline. Not that you expect anything bad to happen to you, but it is a good idea to prepare in case something does.  The hope is you already have life insurance and that the only question [...]

The Powerful Estate Planning Checklist No New Parent Should Be Without

2021-09-01T16:41:50+00:00August 15, 2021|Blog, Estate Planning, Family Financial Information|

As you're knee-deep in nursery colors, registries, and picking out the perfect name for your new baby, your estate plan is likely at the bottom of your to-do list.  Growing families have a unique set of needs and considerations when it comes to their wealth. As strange as it may seem, having a plan for when you’re gone should be near the top of the list.  How will your money be distributed if you were [...]

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