by James E. Holland, MSBA, CFP | Sep 23, 2026 | Financial Planning, Healthcare, Retirement Planning, Uncategorized
Open enrollment can feel routine when retirement is still years away. However, open enrollment near retirement deserves a closer look because healthcare, Medicare, HSA contributions, life insurance, and other employer benefits can change significantly once you leave...
by James E. Holland, MSBA, CFP | Sep 23, 2026 | Financial Education, Financial Planning, Healthcare, Uncategorized
Open enrollment comes around once a year, but the decisions you make can affect your finances and healthcare for months to come. Instead of automatically choosing the same options, consider a few important questions to ask during open enrollment before making your...
by James E. Holland, MSBA, CFP | Sep 22, 2026 | Financial Education, Medicare, Retirement Planning, Uncategorized
Medicare Annual Enrollment Checklist: What to Review Before December 7 Medicare Annual Enrollment is an important opportunity to review your healthcare coverage and determine whether your current plan still meets your needs. For 2026, the Annual Enrollment Period runs...
by James E. Holland, MSBA, CFP | Sep 22, 2026 | Financial Education, Financial Planning, Personal Finance, Retirement Planning, Uncategorized
Your compensation includes more than the number on your paycheck. Employer benefits can add meaningful value through retirement contributions, healthcare accounts, wellness incentives, tax-advantaged programs, and other workplace resources. However, many employees...
by James E. Holland, MSBA, CFP | Sep 22, 2026 | Financial Education, Financial Planning, Healthcare, Personal Finance, Uncategorized
When reviewing workplace benefits, you may come across two similar-looking options: a Health Savings Account and a Flexible Spending Account. Understanding the HSA vs. FSA difference can help you decide how to set aside money for healthcare expenses while potentially...
