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Amazon Open Enrollment Is Coming Up!

Amazon Open Enrollment Is Coming Up!

by Merriman | Mar 5, 2019 | Tech Focus, Wealth Enhancement

Hey Amazon! It’s that time of year – open enrollment is coming up! Traditional 401(k) versus Roth 401(k), which health benefit to choose? We know there are a lot of options to wade through. Luckily, we’re here to help! (more…)

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City of Tacoma Employees: Buy-Up Long-Term Disability Insurance Benefit

City of Tacoma Employees: Buy-Up Long-Term Disability Insurance Benefit

Starting Monday, January 11 through Friday, January 29, eligible City of Tacoma employees have an opportunity to buy affordable additional long-term disability insurance coverage through the City. While this benefit may not sound too exciting, it represents essential insurance coverage that you should consider.

What Women Need to Know About Working with Financial Advisors | Tip #5

What Women Need to Know About Working with Financial Advisors | Tip #5

I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.

What Women Need to Know About Working with Financial Advisors | Tip #4

What Women Need to Know About Working with Financial Advisors | Tip #4

I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.

Why Do I Need A Financial Plan?

Why Do I Need A Financial Plan?

Why do you need a financial plan? Not only to increase your chances of success, but to also minimize potential failures.

What Women Need Know About Working with Financial Advisors | Tip #3

What Women Need Know About Working with Financial Advisors | Tip #3

I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.

What Women Need to Know About Working With Financial Advisors | Tip #2

What Women Need to Know About Working With Financial Advisors | Tip #2

I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.

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