What is Open Enrollment? It is an annual window (usually in the fall) when employers and the government (Medicare & ACA) allow employees/consumers to elect or change their benefit options. This can include health, dental, life insurance, and possibly other ancillary benefits ranging from legal services to pet insurance.
Our previous article on travel hacking struck a chord. Americans love to travel and after experiencing the sanctions of the Covid-19 pandemic, we are making up for lost time. According to US Travel Association, total travel spending increased by 0.9% from June 2022 levels and was up 4.7% year-to-date through June 2023. Heading into the busy summer travel season, air travel demand increased 12% in June compared to June of 2022.
It is not for everyone but accelerating the accumulation of points and miles can deliver huge savings and great travel. Learn how the pros do it.
Last month we provided a short article describing the characteristics of a good financial advisor and how to get the most out of this important relationship. This month we examine a different paradigm. Why are there so few women in the investment industry even though studies show that they make better investors?
There is no avoiding consumer and business fraud these days.
When it comes to financial services, we are of the opinion that having a good relationship with your provider matters a great deal.
I thought our kids would be under our roof forever. It seemed like a never-ending stream of carpools, homework, playdates, drivers’ ed, college prep and then……a huge void. What happened? Who knew it would feel so empty! But, if we did our jobs, they leave and venture out on their own. They are always in our hearts, if not under our roofs!
Your personal brand both precedes and follows you. Are you satisfied that your brand tells the story you want others to know? Megan Walls provides guidance of what you might consider when crafting your branding message.
“It is the debtor that is ruined by hard times.”
—Rutherford B. Hayes