Planning your financial calendar for 2024
The hardest thing to do about tackling something new is to start. So I’ve started you off with an outline of what you might want to consider doing in 2024 on the financial front, so that all you have to do is put it on your calendar and do it….
November 1st means Open Enrollment is here
If you are like many, your Open Enrollment period runs November 1st through November 15th. That means you have two weeks to select your benefit options. This is your opportunity to change your benefit elections for 2024, based on new understandings of how your benefits work, new changes to your…
Should you pre-elect to sell PTO?
Some companies have unlimited vacation policies, which as I’ve been explaining to my children lately, is likely a trap. Other companies offer vacation packages, but then the “needs of the business” still don’t allow you to take your vacation. Or maybe you have more vacation than you need. In the…
Have you made your open enrollment elections?
Open Enrollment is ending soon! For many, it ends on Tuesday, November 15th, 2023. Make sure you check out all of my articles on open enrollment, so that you make educated decisions for next year.
Open Enrollment – Do I want any add-on insurances?
Open enrollment is already a complicated decision making timeframe for many people. Especially these days, with so many people working remotely, there may not be first tier medical providers in your area. To make things more challenging, many companies are adding lots of add-on insurance options to their open enrollment…
What does the new COVID-19 stimulus bill mean for you?
The new COVID-19 stimulus bill has passed both the House and the Senate at lightening speed, and is on to the president’s desk for his signature. Assuming he signs it, we get a 4th Trump administration major tax overhaul in his 4 years (not evenly distributed, of course; TCJA in…
Should I sign up for a HCFSA or an HSA?
First of all, that primarily depends on which health care plan you’re signing up for, they bundle separately. If you sign up for a traditional health insurance plan, you can elect a HCFSA. If you sign up for a high deductible health insurance plan, you can elect a HSA. Then…
What should I know for Open Enrollment?
Open Enrollment November 2020: Planning for 2021 We’re half way through the Open Enrollment period at many companies. Open Enrollment is the time in which you get to make benefit elections for the following fiscal year. (For many companies, the fiscal year is the same as the calendar year. But…
Open Enrollment ends soon!
Many businesses are on a November 1st through November 15th open enrollment cycle. If that’s you, you’ve only got 1 day left of open enrollment, make your final selections. If you don’t go make selections proactively, the system will make some assumptions for you. But you may not be happy…