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For many the open enrollment period is just another email you quickly delete thinking nothing has really changed since last year. But this passive approach can be extremely costly if new benefits are being offered or life changes you forget about throughout the year may have happened.
On this episode we share some of our unique perspectives given how many different employee benefit packages we see regularly. We also reveal some of the more unique benefits companies are now offering that could be a nice benefit for you this fall.
Facts and Links Mentioned In the Show
- Rethink HSAs – Financial Planning Magazine
- Why an HSA May Be Your Best Retirement Account
- The Four Phases of Saving and Investing For Retirement by Michael Kitces
- What is Your Investment Strategy? by via Investopedia by Mike Eklund
- Download a copy of our Open Enrollment Checklist here
- Connect with Chad:
- csmith@financialsymmetry.com
- @CSmithRaleigh on Twitter
- Connect with Mike:
What You’ll Learn in This Episode
- Biggest Mistakes We See Made During Open Enrollment
- How the Passive Approach can cost you dearly
- FSA vs. HSA
- Pros and Cons of AD&D insurance
- How a Dependant Care FSA differs from a Medical FSA
- Unique Benefits Companies are now offering
- Why reviewing these options is vital in years with a life change
