Have questions about enrolling for health insurance and other employer/employee benefits? Key Conversations: Options that may be available to employers/employees Health insurance options Health Savings Accounts (HSAs) Life & disability insurance options Dependent Care Flexible … [Read more...]
Recorded Webinar: Open Enrollment Time!
Windward Passages: Help! It’s Open Enrollment
Open enrollment starts November 1 and runs through December 15th. Below, are considerations during open enrollment season. 1. Health Insurance The most common consideration during open enrollment - it's important to consider if your current health insurance plan is optimal for you and your … [Read more...]
Windward Passages: Umbrella Liability Insurance
Umbrella Liability Insurance When your local weather forecaster tells you that it's going to rain, what do you do? That's easy--you reach for your umbrella. So why not purchase an umbrella that can protect you in stormy financial weather? Umbrella liability insurance (ULI) can do just that. By … [Read more...]
Windward Passages: Understanding Risk
Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under … [Read more...]
Windward Passages: Caring for Your Aging Parents
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019 What is it? Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring for your aging parents means helping them plan for the … [Read more...]