financial-planning

Saving for Your Future is Great; but Are You Planning for It?

Saving is a key component of financial planning, but it’s only one part of the puzzle. If you are one of the many people without a financial plan, take some time this month, Financial Planning Month, to get on track.

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Might It Be Time to Consider an Alternative to the Fully Insured Marketplace?

Each year, employers face the same old considerations with their group health insurance renewals, carriers, networks, plan designs, rates and employee demographics. Wouldn’t it be great to be able to think outside the box with a Self-Funded Captive option?

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Will You Really Be Able to Work Longer?

You may assume you will. That assumption could be a retirement planning risk. How long do you think you will work? Are you one of those baby boomers (or Gen Xers) who believes he or she can work past 65? Some pre-retirees are basing their entire retirement transition on that belief, and that could be financially perilous. In a new

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