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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.
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.
Maximize Your Employee Benefits – Five Ways To Sail Through Open Enrollment
Michael Hollis gives you five practical tips for maximizing your employee benefits and confidently navigating open enrollment.
Stock Options Made Simple: What Do You Need To Know About ESPPs?
If your company offers you an ESPP, you need to thoroughly understand the plan and identify how it can help you achieve your goals.
Stock Options Made Simple: What Do You Need To Know About RSUs?
Today, we’ll turn our attention to a different yet increasingly popular equity tool, restricted stock units (RSUs).
Stock Options Made Simple: What Do You Need To Know About ISOs?
Stock options can really boost your compensation. If your employer gives you stock options, how can you get the most out of them?
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.
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.