by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Sep 28, 2026 | Benefits, Health Savings Account (HSA), Insight, Insurance
Guide to Annual Benefit Enrollment Search for: Every fall, benefits elections come up for renewal. But how much time do we actually spend reviewing options? Just auto-renewing is an easy trap. Last year’s choices auto-populate, the deadline creeps up, and...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Oct 22, 2024 | Benefits, Insight, Insurance
Unveiling Medicare: A Guide to Original Medicare & Advantage Plans Search for: With few exceptions, turning 65 means you need to sign up for Medicare. Navigating this can be overwhelming due to the different choices: Original Medicare with or without Medigap...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Sep 17, 2024 | Financial Planning, Gift Tax Exclusion, High Net Worth, Insight, Insurance, Taxes
Irrevocable Life Insurance Trusts: An Estate Planning Tool Search for: Irrevocable Life Insurance Trusts (ILITs) are powerful tools for estate planning. There are two key features that make up an ILIT: a Life Insurance Policy and an irrevocable trust. By combining...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Nov 2, 2023 | Benefits, Insight, Insurance
Guide to Annual Benefit Enrollment Search for: It’s Annual Enrollment Time… this year, commit to looking at your benefit choices with a fresh set of eyes instead of just rolling over what you did last year. These decisions can have long-reaching impact on your...
