by Nannette Kamien | Aug 14, 2020 | Insurance
It seems like every year health insurance gets more expensive, and more complicated. During the last 10 years, many employers have shifted to offering health plans that put more onus on you, the employee, to manage your costs and set aside money to pay for health care...
by Sara Stanich | Feb 26, 2020 | Insurance, Planning, Retirement
If you are approaching the age of 65, you’ll soon be eligible for Medicare coverage. For many of us, this sounds like a respite from the annual changes to your health insurance. But what will a switch to Medicare mean for your budget? We don’t sell...
by Sara Stanich | Dec 4, 2018 | Insurance, Planning, Retirement, Saving, Taxes
“My new company gave me this big packet of benefits information. Should I sign up for the …” Health Insurance? Company 401K? Group Life Insurance? Long Term Disability Insurance? Long Term Care Insurance? Transit Checks? Flexible Spending or...
by Sara Stanich | Oct 8, 2018 | Cash Flow, Debt, Garden, Insurance, Investing, Planning, Saving
My core clientele are busy professionals and entrepreneurs. They are ready to get serious about building their financial future, but don’t know where to start, and don’t have time to figure it out. Maybe I’ve been spending too much time in mine, but I think...
by Sara Stanich | Feb 24, 2015 | Insurance, Taxes
Health insurance is easier to get these days, and more Americans are covered now thanks to the Affordable Care Act, known to many as “Obamacare”. But you do have to actually go to the exchange website and sign up, and I know there will be people, such as small...
by Sara Stanich | Feb 20, 2015 | Cash Flow, General, Insurance, Investing, Kids, Planning
For many of my clients, a life event or transition forces them to seek out the advice of a financial planner for the first time. You might have had a loose financial “plan” or set of expectations, but something happens to turn that plan upside down. Some of those...
Recent Comments