Tips for Choosing Employee Benefits, Part I
Employee Benefits
Financial Advisor
Financial Planning
Health Benefits
Life Insurance
Retirement Planning
September 18, 2017
Author: Woody Derricks
If you are changing jobs or simply approaching open enrollment season for your employee benefits, selecting the right options for you and your family can be stressful. Whether it involves utilizing a Health Savings Account (HSA) with your health plan or deciding how much to contribute to your 401(k), the selections you make every year […]
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Financial Planning Strategies Post-Windsor
Estate Planning
Financial Planning
Health Benefits
Life Insurance
Taxes
December 30, 2015
Author: Woody Derricks
With marriage now an option for same-sex couples, more favorable planning options are now available. Here’s a quick checklist for same-sex married couples in the wake of the Supreme Court’s United States v. Windsor and Obergefell v. Hodges rulings. Workplace Benefits: Healthcare Spousal healthcare. Check to see whether you or your spouse can receive better […]
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