Under the topic of “Give me service”, it is nearing year-end and I cannot emphasize enough how important it is to double-check certain items NOW. A great financial adviser (especially an experienced CFP®) can be of service in opening your eyes to certain items making year-end easier and less stressful for you. By the way, for those of you reading this who are not my clients and you have not been asked these by your adviser, then your adviser is not doing his or her job.
Halloween can be pretty scary — but not as scary as Open Enrollment for health coverage! Enrolling for healthcare (Flexible Spending/FSA, Dental, Health Savings Accounts/HSAs, or Medicare, among others) can scare the living daylights out of even the smartest, strongest person. We are presently in or near the “Open Enrollment for Healthcare” season.
Over the past two weeks there has been A LOT going on in Washington DC affecting two major categories of our spending: Taxes and Healthcare. These two categories matter hugely for our present and future financial security.
