Financial Planning, Financial Tips
Edward Leach
The Dependent Care FSA – An Overlooked Benefit ...

In talking with clients about the benefits their employer provides during the open enrollment season, one often overlooked benefit if clients have dependents is the Dependent Care Flexible Spending Account (FSA).

The Dependent Care FSA – An Overlooked Benefit During Open Enrollment Season
Financial Planning, Financial Tips, Healthcare, Investments, Life Planning, Savings
Edward Leach
3 Reasons Every High Net-Worth Family Should ...

Health Savings Accounts (HSAs) are not only a savvy investment option but also offer numerous benefits, especially for high-net-worth families. An HSA is a tax-advantaged savings account designed for individuals with high-deductible health plans (HDHPs) to help cover out-of-pocket medical expenses. While the utility of HSAs is universal, they hold advantages for high-net-worth families and have steadily grown in popularity since their inception.

3 Reasons Every High Net-Worth Family Should Fund a Health Savings Account
Financial Planning, Financial Tips, Investments, Savings
Joey Casolaro, CFP®
How Money Can Buy Happiness (Part 2)

Earlier this year, I explained two principles you can follow to obtain the most happiness from your spending https://www.highlandplanning.com/learning-center-1/how-money-can-buy-happiness-part-1. In today’s article, I will cover three more concepts that can help bring more joy in your life with your spending. Below are the five principles outlined in the book Happy Money.

How Money Can Buy Happiness (Part 2)
Financial Planning
AnnaMarie Mock, CFP®
Remember to Review and Update Your Estate Plan

In a previous article titled “The Estate Planning Essentials”, I identified the documents needed for a comprehensive estate plan. Although this can be a morbid topic most want to avoid thinking about, reviewing the documents not only ensures your financial legacy is passed in accordance with your wishes as smoothly as possible but guides your agent to ensure your medical and financial wishes are addressed. So, how often should you review your estate planning documents?

Remember to Review and Update Your Estate Plan

Health Insurance

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Understanding Employer Health Insurance Plan Options

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Understanding Employer Health Insurance Plan Options

Open enrollment is a short period of time, usually occurring once per year, when you can add or drop your health insurance, or make changes to other coverages. Open enrollment ranges from a couple weeks to a couple months prior to year-end usually in November to December.  This allows employers to provide a comprehensive overview of benefits offered, which allows you to make well informed changes to your benefit elections. Benefits may vary from very limited to comprehensive lists that range from medical insurance, life insurance, and other ancillary benefits like legal services and pet insurance.

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Are Your Kids Protected?: Health Insurance for Children Attending College

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Are Your Kids Protected?: Health Insurance for Children Attending College

With the fall semester fast approaching, there are many last-minute decisions and preparations being made for the next wave of freshman students. However, one decision that may have fallen to the wayside is health insurance for the incoming student. An important question to ask is “will my child be covered under my medical insurance once they go off to college?”

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