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11 Oct Live with MainStreet – EP 29 – Open Enrollment
Posted at 09:06h
in Employee Benefits, Insurance, Live W/ MainStreet, Open Enrollment, Retirement, Starting, Growing a Family
In the October 2018 episode of Live with MainStreet, Anna, Jim and Liz answer client questions on open enrollment. They’ll discuss: The list of choices you have to make during open enrollment season, including insurance options and a review of your retirement contributions The health...
11 Jul Observing Investor Biases
They call it Behavioral Finance. I call it common sense led astray by experience or lack thereof.
26 May Navigating Changing Jobs and Careers, While Staying on Course with Financial Planning
Employment changes will happen to every one of us and more than once in our lifetimes. Working for one employer or keeping one career is not viable any more. The era of lifelong employment with just one employer is long gone.
24 Apr Swim with Jim – Spring Cleaning with Cheryl Krueger
Cheryl Krueger is a certified financial planner with a practice near Chicago, IL. She helps us answer the questions about how to get your financial things in order.
01 Aug Daily Juice 043 – Are you saving enough to get a match?
Being your own boss might seem like a sweet deal, but one of the advantages of working for a company is the employee benefits package you’ll usually get. Typical benefits include a retirement plan, life and disability coverage, and health, vision and dental insurance. But...
27 Jul Smart Steps to Plan for Retirement
Many people worry that Social Security retirement benefits and Medicare won’t be available to them in the future. Recent reports from the Social Security and Medicare trustees indicate that if Congress doesn’t act to better fund these programs, they will face shortfalls in the coming years. However, Social Security and Medicare are incredibly important programs that many people rely on heavily, so it’s hard to imagine that politicians won’t act to ensure their survival. Even so, while we hope Congress will do something, there are steps we can take on our own to plan ahead. To make sure you have enough savings to cover health care and other costs in retirement, here are some strategies you might want to consider:
