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Employer Benefits Michael Hollis, CFP® Employer Benefits Michael Hollis, CFP®

Clients Ask These 3 Benefit Questions

Employer benefits are a vital part of your compensation, potentially worth thousands each year. Our comprehensive guide answers common questions about navigating benefit choices, selecting health plans, and understanding insurance options after leaving a job, plus reveals a crucial question you might be overlooking.

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Employer Benefits Michael Hollis, CFP® Employer Benefits Michael Hollis, CFP®

What the 2024 HSA Limit Increase Means for You and Your Finances

Rising inflation costs have triggered the IRS to announce one of the most significant jumps in the maximum contribution employees can make to their Health Savings Accounts (HSA) in 2024. This is an excellent opportunity to review HSAs, why they benefit financial and retirement planning, and how you can maximize their effectiveness.

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Retirement Planning, Employer Benefits Mike Heatwole, CFP®, AWMA® Retirement Planning, Employer Benefits Mike Heatwole, CFP®, AWMA®

One Question to Ask HR If You Are Already Maxing Out Your 401(k) Contributions

Maxing out your 401(k) is a great milestone, but many employees don’t realize their company may offer an additional savings option called a “mega backdoor Roth.” This article explains the one key question to ask HR about after-tax contributions and how this strategy can boost your long-term retirement savings.

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Insurance & Financial Protection, Employer Benefits Mike Heatwole, CFP®, AWMA® Insurance & Financial Protection, Employer Benefits Mike Heatwole, CFP®, AWMA®

The One Change You Should Make This Year During Open Enrollment

Open enrollment is the perfect time to make small adjustments that can create a big difference in your financial future. This article explains why increasing your retirement plan contributions by just 1% each year can significantly grow your savings over time.

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