Resources

Blog : Health Benefits

Understanding Medicare

Certified Financial Planner CFP Financial Planning Health Benefits Medicare Registered Investment Advisor Retirement Planning RIA Wealth Management December 8, 2020 Author: Woody Derricks

Understanding Medicare Medicare is the federal health insurance program for people who are 65 or older, certain younger people with disabilities, and people with End-Stage Renal Disease (permanent kidney failure requiring dialysis or a transplant, sometimes called ESRD). With Medicare, you have options in how you get your coverage. Once you enroll, you’ll need to […]

Continue reading ›

Financial Planning Month

Certified Financial Planner CFP Employee Benefits Financial Planner Financial Planning Financial Services Health Benefits Investment Planning RIA Uncategorized October 1, 2020 Author: Deborah Doyle

October is Financial Planning Month! While finances are a part of your daily life, there are various elements that people often overlook or don’t consider the financial weight they could carry. Financial Planning Month reminds us to keep our spending in check and prepare our budgets. Take the time this month to review some of […]

Continue reading ›

Health Savings Account

Certified Financial Planner Estate Planning Financial Advisor Financial Planner Financial Services Health Benefits Investment Strategy Registered Investment Advisor Retirement Planning RIA Wealth Management September 15, 2020 Author: Deborah Doyle

About Health Savings Accounts Have you ever considered the potential benefits of contributing to a Health Savings Account (HSA)? Here is your guide!   A Health savings account is medical savings account with tax advantages for high deductible health plans. Did you know half of older Americans said they don’t know how they will pay […]

Continue reading ›

Quarantined at Home?

Budgeting Tips Certified Financial Planner CFP Estate Planning Financial Advisor Financial Planner Financial Planning Financial Services Health Benefits Investment Advice Investment Planning Recession Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management April 6, 2020 Author: Deborah Doyle

Quarantined at Home? Financial Tasks to do During Quarantine: We understand that this is a difficult time for everyone. As the COVID-19 pandemic sweeps the world, you are likely spending more time than ever at home now. With money at the top of mind for many during this time, you may be wondering what you […]

Continue reading ›

How to Cope with Quarantine

CFP Health Benefits Recession RIA April 3, 2020 Author: Deborah Doyle

How to Cope with Quarantine During these extraordinary times, we understand that it can be difficult to not spend your time worrying and bored. Many people are now spending the majority of their time at home bored and looking for activities to do – so what can you do with all this new time on […]

Continue reading ›

Congress Passed a Stimulus Package – Now What?

Budgeting Tips Certified Financial Planner Employee Benefits Financial Advisor Financial Planning Financial Services Health Benefits Investment Advice Medicare Registered Investment Advisor Retirement Planning March 27, 2020 Author: Deborah Doyle

Congress Passed a Stimulus Package – Now What? We understand that this is a difficult time for everyone, and it can be overwhelming trying to understand the impact of COVID and the actions being taken as a response. Congress recently had a unanimous vote to pass a historic $2 trillion stimulus package called the Coronavirus […]

Continue reading ›

Coronavirus and the Markets

Certified Financial Planner CFP Estate Planning Financial Advice Financial Advisor Financial Services Health Benefits Investment Advice Investment Strategy Life Insurance Long Term Care Medicare Recession Registered Investment Advisor RIA Uncategorized Wealth Management March 12, 2020 Author: Woody Derricks

Coronavirus and the Markets We hope you’re healthy and holding up well with the news regarding the markets and the coronavirus. Much of the panic in the news and markets comes from the fact that nobody knows how bad the coronavirus will be.  Unfortunately, when the markets are nervous, they tend to go down quickly. […]

Continue reading ›

How Investing in your Health can lead to Greater Wealth

Financial Planning Health Benefits Investment Planning RIA Wealth Management March 27, 2019 Author: Deborah Doyle

How Investing in your health can lead to Greater Wealth   Our generations are fortunate enough to be educated on what to eat, what to avoid, and know the importance of exercise and staying active. These are all actions to help us live longer. At the same time, advances in medicine to help extend our […]

Continue reading ›

Financial New Year Resolutions

CFP Employee Benefits Financial Advisor Financial Planning Financial Services Health Benefits January 7, 2019 Author: Deborah Doyle

Financial New Year Resolutions The beginning of a new year is a very popular time to set goals, make plans and resolutions for improving oneself and quality of life. Your resolution list should especially include a few financial resolutions. Make Financial Goals: Identifying what your financial goals are is the first step. Consider breaking down […]

Continue reading ›

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 […]

Continue reading ›