financial planning

Understanding Asset Allocation For Financial Goals

How can we navigate the complexities of asset allocation in financial planning, to balance the rate of return, savings, and time to reach financial goals? That’s just one topic we’re covering in our latest podcast episode, all about setting your new year up for financial success.

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Ask The Planman - Episode 50 - Mindset, Skill Sets, and Habits With Brad Lea
Videos

Ask The Planman – Episode 50 – Mindset, Skill Sets, and Habits With Brad Lea

Ever wondered how to grow your personal brand successfully? Well, in Episode 50 of “Ask The Planman,” I had a chat with the infamous Brad Lea, a guy who knows a lot about business and branding (because, spoiler, he’s had quite a bit of success in both of those areas). Inside this episode, we talked about all the ways you can build your personal brand confidently.

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Health Insurance

Does Having Health Insurance Make People Healthier?

Does health insurance truly make people healthier? Join us as we explore the potential impact of health insurance on health outcomes and behaviors, unraveling the connection between coverage and well-being. Let’s uncover the truth behind the role of health insurance in fostering a healthier society.

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Health Insurance

Mastering the Balancing Act: Enhancing Group Healthcare Benefits Without Breaking the Bank

In a world where quality healthcare benefits are a top priority for employees, how do businesses strike the perfect balance? It’s a tricky tightrope walk, but not an impossible one. Dive into this comprehensive guide to discover how you can amplify your group healthcare benefits without sending your financial scales into a tailspin. Your journey towards offering your team the best possible healthcare, while keeping your budget intact, begins here.

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Health Insurance

Medicare Advantage vs. Original Medicare: Which One is Right for You?

Ever find yourself tangled in the details of Original Medicare vs. Medicare Advantage? You’re not alone. In our upcoming discussion, we will decode the jargon, debunk myths, and delve into the nitty-gritty of these two healthcare options. So whether you’re a fan of the tried-and-true Original Medicare or considering the all-inclusive package that is Medicare Advantage, check it out. We hope to help you make an informed decision about your healthcare.

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Health Insurance

How to Navigate Medicare Enrollment: Key Dates and Tips to Remember

Medicare enrollment can seem like a tricky labyrinth, filled with dates, deadlines, and rules that leave you scratching your head. But fret not, in this post, we’ll simplify the complex enrollment process, breaking down each key period, from the Initial Enrollment to the Annual ‘Super Bowl’ of Medicare changes. Join us as we turn the intimidating into the manageable, because when it comes to your healthcare, understanding is power.

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Long Term Care

Take Advantage of Deductions and Exclusions for Your Long Term Care Insurance

As an incentive for people to take financial responsibility for their long term care, HIPPA provides for deductibility of qualified long term care (LTC) expenses and excludes from taxable income your qualified long term care benefits. Higher deduction limits for LTC premiums are geared to help out retirees make payments. Let’s see what the tax advantages are.

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