52 Pearls: Weekly Money Wisdom
52 Pearls: Weekly Money Wisdom
Melissa Joy, CFP
Episode 32: How to Tackle Open Enrollment
11 minutes Posted Sep 29, 2020 at 12:00 pm.
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Show notes

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