Author Archives: Tim Bauer

Open Enrollment Began November 1st. Consider These 4 Tips for Choosing a Health Insurance Plan

Open enrollment (the annual period when you can enroll in major medical health insurance plans), began November 1, 2023, and will remain open until January 15, 2024. You will need to enroll by December 15, 2023 for coverage that begins January 1, 2024.1 For someone looking to change or add coverage, this offers a short window […]

Understanding Social Security Benefit Taxation

Receiving Social Security benefits is advantageous in retirement, but like many other forms of income, these benefits can be subject to tax by the Federal Government. To accurately predict your retirement income (and taxes), it’s important to understand how Social Security benefits are taxed. How are Social Security Benefits Taxed? While Social Security benefits make […]

4 Ways to Teach Children Financial Literacy

Parents have the responsibility of training their children to grow into successful, independent adults. For many parents, talking to kids about money can cause fear or trepidation. One big reason for this is that they don’t believe they know enough about money themselves and fear they will give their children the wrong information. Although discussing […]