Employer Benefit Open Enrollment

By | Financial Planning | No Comments

Many employees are currently in their open enrollment period where they can update their choice of employee benefits. Here are a few things to consider when you’re selecting your benefits. Medical insurance Some things to consider: Make sure the plan covers the services you need: preferred doctors, medications, mental health,…

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Magical Thinking and Money

By | My Money & Me | No Comments

The internet knows I read a lot about money, so it tends to offer me more. I recently discovered an essay by William McPherson seductively entitled, “Falling.” It’s a very interesting piece, full of drama and pathos, about his own devolution from a ‘middle class’ life into one of self-described…

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What Just Ain’t So

By | My Money & Me | No Comments

“It ain’t what you know that gets you into trouble—it’s what you know that just ain’t so.” – Mark Twain One of the most challenging parts of my job is trying to convince clients that something or other that they ‘know’ just ain’t so. This can be particularly frustrating when…

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Medicare and Travel: Things To Know

By | Insurance | No Comments

Summer is fast approaching and you are making your travel plans. We all have our own checklist of items we need to prepare before leaving for a trip. Are medical emergencies on your list? We often get questions if Medicare covers emergency medical needs while traveling abroad. The short answer…

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