A Financial Planner's Guide to Open Enrollment
by Michael Aloi, CFP, CFP, Summit Financial Resources Inc.
Oct 03, 2018
2 minutes
It's that time of year: Open enrollment for workplace medical and health benefits begins soon for millions of workers across the country. It is an annual tradition of reading the email from HR, scanning to the part that lists the premium costs and hoping coverage stays the same or, for those optimistic enough, improves.
To help you think outside the box, here are five tips from my experience in helping clients navigate open enrollment:
You’re reading a preview, subscribe to read more.
Start your free 30 days