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This time of year it is common for companies to allow employees to select what benefits programs they want to participate in for the coming year. Unfortunately, people don’t spend near enough time reviewing the options available to them.
How would you like to save on your next pair of glasses or your child’s preschool tuition? You don’t need a coupon and you won’t have to negotiate a deal – all you need is a Flexible Spending Account.
The featured speaker at Bedel Financial’s annual Financial Forum was Liz Ann Sonders, senior vice president and chief investment strategist at Charles Schwab. Liz Ann touched on a number of issues regarding the economy and the market. Here are the highlights!
It’s that time of year when goblins ring your doorbell and employer benefit enrollment information pings your mailbox. Do you know if your benefits are a trick or a treat? Sometimes, you need to pull off the mask and find out!
You lose something of value and your first question is “is it covered?” Insurance polices provide a limited amount for such losses, but generally not enough to cover expensive items. To be fully reimbursed, what do you do?
Inheriting an IRA can be a blessing. Dealing with the IRS distribution rules can be a headache. Understand your options!
By law, Health Savings Accounts are so tax-efficient they may be the best investment vehicle available. Then why are we not maximizing their use?
What size is your market cap? Prudent investors know that company size is an important factor when building a portfolio.
Are you a victim of the Equifax hack? Here’s what happened and what you should do if your information was compromised.
If you are 65 years old, you have a 70% chance of needing long-term care. Can you afford $90,000 per year? If not, you may want to include LTC insurance in your financial plan. Or, you can take the chance of being in the lucky 30%!
If you are a boating enthusiast, it is important for you to understand whether your insurance coverage is sufficient. What if you wipe out a pier at the marina? Or, someone gets injured while onboard? Will you be covered…or not?
Everyone knows volunteering is a good thing to do. Volunteers touch lives and make a difference. However, volunteering also provides true economic ...