Ep # 53: Don't Fall Into Open Enrollment. Tackle It Head On!

Open enrollment comes once a year and is a great time for you to review your work benefits and update them to better fit your current financial life. Life changes. What you may have originally picked for your health benefits might not be the best fit anymore for you and your family.  Making sure that your work benefits line up with all the other pieces of your financial life is important so it fits into the grand scheme of your financial plan.   In this podcast episode, we give education around what you should focus on during open enrollment time.[3:30] Be forward looking with any family or medical changes that may happen in the next year[5:03] Health Savings Accounts, Flexible Spending Accounts[7:04] Other insurances to consider[10:39] Quick run down in disability[13:56] Retirement savings, 401ks[18:55] The roll that open enrollment plays in big picture planningTracking # 1-05199684Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.