Be WELLthy Blog

Open Enrollment for Benefits: A Guide for Your Life

By Jennifer Facini, CFP^® | May 27, 2024 |

Open enrollment for benefits comes and goes with little thought. Don't be so fast on re-upping the same choices as last year.

May 20, 2024 |

Tax planning for estates is critical for individuals who want to lessen their tax liabilities and safeguard wealth for their heirs.

May 13, 2024 |

Exploring women and finance reveals some financial challenges men don't share. Overcome them for financial independence and security.

May 09, 2024 |

Employee corporate benefits are integral to financial health, so understanding your options is vital. Get informed, not overwhelmed.

May 06, 2024 |

Part of getting ready for retirement is about financial planning and wealth management, but it’s more than that.

May 04, 2024 |

Income planning requires more fuel than hope to become a reality. A cash-needs approach must align with your broader financial objectives.

May 02, 2024 |

Planning for early retirement to pursue your dreams is an excellent motivator but making it a reality requires purposeful steps.

April 29, 2024 |

Basic estate planning goes beyond just signing papers—solidify your estate plan to ensure its effectiveness.

April 23, 2024 |

Credit card reward programs in your inbox can give you a headache. You have credit card reward travel questions; we've got answers.

April 23, 2024 |

An Employee Stock Purchase Plan (ESPP) is a popular employee benefit. Understand the rules and restrictions to reap the full benefits.