Navigating Open Enrollment for 2025
As we enter open enrollment season, it’s easy to fall into the habit of simply renewing last year’s elections. However, open enrollment is an excellent time to reassess and potentially enhance your benefit selections for the upcoming year. If you’ve experienced any life changes in 2024 (e.g., getting married) or have big events planned for […]
Important 2024 Year-End Deadlines
To help ensure year-end strategies and appropriate paperwork are processed in time, please note the upcoming Charles Schwab & Co., Inc. deadlines below. For those who have an American Endowment Foundation (AEF) donor advised fund: For those who have a Schwab Charitable donor advised fund: If you have any questions on these upcoming deadlines, including […]
Turning Uncertainty into Opportunity with Your Job Search
Professional Advice on Navigating an Unexpected Job Search with Confidence on our podcast, “Navigating Life Transitions” Navigating an unexpected job search can be overwhelming, filled with uncertainty and anxiety, but it also offers a unique opportunity to reassess and realign your career path with your true passions and long-term goals. This transition can serve as […]
Planning care for loved ones with special needs
Considerations and expert advice on this episode of “Navigating Life Transitions” How do you help ensure a bright future for loved ones with special needs, especially beyond your lifetime? By planning for their care and support, you can enhance their quality of life and provide peace of mind for yourself. Whether it’s through social interaction […]
Navigating a Second Marriage
JNBA’s lifestyle podcast talks about merging assets, prenuptial agreements and more Sometimes, the first walk down the aisle doesn’t lead to a “happily ever after.” According to available Census Bureau data, over 20 percent of marriages involve at least one spouse marrying for the second time. And while getting married is a time of excitement […]
Top Five Ways to Handle Owed Taxes and Plan for the Future
Dealing with a hefty tax bill from the previous year can be a financial headache, but it doesn’t have to be a recurring nightmare. Whether you found yourself owing more than expected due to unforeseen circumstances or simply overlooked tax planning strategies, consider the following five changes to improve future years outcomes. 1. Review Current […]
An Important Consideration for Many Retirees: Long-Term Care
A concern for many retirees is the uncertainty regarding their future health and the costs associated with care. Living longer is correlated with an increased risk of illness and injury that may limit your independence as you age, and many individuals will eventually need assistance in the form of long-term care. WHAT IS LONG-TERM CARE? […]
Preventing Cyber Scams
Tips from the Experts Cyber scams are becoming increasingly sophisticated, with millions of people falling victim each year. It’s crucial to understand that you are not alone in this battle. There are proactive measures you can take to prevent falling victim to these scams and there are resources available to help if you do get […]
How Do You Navigate Growing a Family?
The “Navigating Life Transitions” podcast tackles the topic of finances and expanding your family How do you financially set yourself up for growing your family and beyond? While many parents quip that “you can never be ready,” there are considerations that can help prepare you financially for the journey into parenthood. With various pathways to […]
Staying Safe Online
One person’s story about being scammed The Federal Trade Commission released data in February 2024 showing that consumers reported losing more than $10 billion to fraud in the previous year, marking the first time that fraud losses have reached this benchmark. If it’s happened to you, you are clearly not alone. While it is frightening to […]
