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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 The whole Medicare process can be overwhelming and confusing. It’s important to understand the different plans and options available. Check out this month’s blog to help determine what is appropriate for you! Questions and Consultations If you have questions or if you’d like to schedule an appointment to discuss your finances, contact us today. Want more […]

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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 apart of your daily life, there are various elements that people often overlook or don’t consider the financial weight they could carry. Take the time this month to review some of the key aspects to your financial picture, especially those that you may revisit regularly.   Questions and […]

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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

Have you ever considered the potential benefits of contributing to a Health Savings Account (HSA)? Contact us to learn more about how we help clients evaluate their savings options and if a Health Savings Account might make sense for them. Questions and Consultations If you have questions or if you’d like to schedule an appointment to discuss […]

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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

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 can do to be productive? Check out some things […]

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How to Cope with Quarantine

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

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

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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

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 Aid, Relief and Economic Security Act (CARES Act). […]

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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

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. We’re assuming that we’ll […]

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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

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 lives are being made. So, what does this have to do […]

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Financial New Year Resolutions

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

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 the big goal into […]

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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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