Posts Tagged ‘Benefits’

Medicare Open Enrollment for 2021 Begins October 15

The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The Open Enrollment Period — which begins on October…

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Designing a Benefit Package for Your Small Business

One of the greatest benefits our clients have come to appreciate from us is the different shadow services we provide.  While serving as a financial and tax advisor we get to see both sides of our clients personal finances.  It helps us be better advisors.  Some of the shadow services we provide clients include calculating…

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