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financial health

Stay informed about your financial health

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At Mid-Year, Keep Your January 1st Pledges

At Mid-Year, Keep Your January 1st Pledges

Do you have a will, investing in education or building a Freedom Fund? Amid the heat of mid-summer, do you remember your New Year’s resolutions regarding your personal financial planning? How are you coming with your to-do list? It seems like...

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Preparing For Your Next 401(k) Open Enrollment

Preparing For Your Next 401(k) Open Enrollment

Open enrollment season is one of the shortest—in most cases, employees have only a few weeks to research their options and make a decision on things like their 401(k) contributions, health and dental insurance, disability coverage, and...

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Jerrí Hewett Miller CFP®, RICP, BFA

 

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