In this episode, Melissa Joy, CFP®, and Melissa Fradenburg, Financial Advisor RJFS, discuss some key options available during open enrollment. We will discuss why a high deductible healthcare option might make sense as well as explain benefits like disability and deferred compensation options that might be available through your employer.
You will learn:
· How HSA’s and Flexible Spending accounts are different.
· Why it is important to evaluate how much is going into your retirement plan.
· How much disability insurance coverage do I need?
· Should I participate in an employee stock purchase plan?
Resources:
· Learn more about Pearl Planning.
· Check out our resources page HERE.
The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...
