Wealth Management News & Updates
Ready To Live Your Best Life In 2025?
Why are we afraid to make changes in our lives that will enable us to do what we really want? Perhaps, we think we can put off doing something for the future. Or maybe we think there is no way to do it financially. Life is short and unpredictable. You are as good today mentally and physically as you will ever be, so make the most of it!
Is Your Business Thriving? Explore Beyond the 401(k) to Save on Taxes and Build Your Dream Retirement.
Consider looking beyond the 401(k). Our latest post explores the cash balance plan as a powerful tool to realize your retirement dream.
Overwhelmed by Retirement Plan Choices for Your Business?
Wondering which retirement plan works best for your business? Clear Insight can help business owners navigate retirement plan choices and save money on taxes.
OPM Announces Suspension of FLTCIP to Continue Through 2026
If you’ve been waiting for the Federal Long Term Care Insurance Program to re-open to new enrollees, it looks like you will have to wait two more years. The Office of Personnel Management (OPM) announced on November 13, 2024, that the program suspension will be extended through December 2026.
It’s Open Season: Active Duty, Guard and Reserves and Retiree TRICARE, FEDVIP, and other benefits updates are here!
From November 11 through December 10, you have a chance to choose the TRICARE plan, dental and vision coverage that best works for you and your family. There are several changes that service members and retirees should be aware of, not least of which are rate hikes across the plan.
2024 FEHB Open Enrollment Season: What Federal Employees Need to Know
The 2024 FEHB Open Enrollment Season is here. It is time to comb through the fine print because there are some big changes.
Dealing with Another Data Breach…
Well it looks like it has happened again.
In August 2024, a background check service, confirmed a significant data breach that exposed sensitive personal information, including millions of Social Security numbers. Let's take a look at what we need to do about it.