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Regina Neenan

Beyond the Basics: You Made Your Cash-Flow Plan, Now Track It!

Beyond the Basics: You Made Your Cash-Flow Plan, Now Track It!

What are your cash-flow plans for 2023? These three simple steps can help you make your plan and then do the most important part: Track it!
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Your 2023 Contribution Limits

Your 2023 Contribution Limits

Get ready for new contribution limits in the New Year! 2023 is bringing with it increased maximums in your 401(k), IRA, HSA, and more. Check out the changes and a
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Beyond the Basics Flexible Spending Accounts (FSAs)

Beyond the [Employee Benefits] Basics: Flexible Spending Accounts (FSAs)

Is an FSA one of your employee benefits options? Get the details on medical FSAs and dependent care FSAs — and how much to contribute.
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Sabbatical

Sabbatical Prep: [Financial] Planning for Your Extended Vacation

Are you ready to take a month or longer away from work? Get ready for your sabbatical with these thought-provoking questions!
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insurance

Beyond the Basics: Quoting and Comparing Home and Auto Insurance

Are you getting the best possible price on your property and casualty insurance? And are your homeowners and auto coverage levels right for you? Here's how to right-size your current
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Conscious Consumption

The Secrets Behind Conscious Consumption — and Unconscious Saving

How can changing one seemingly insignificant aspect of your life make a meaningful difference? And what is "mindful spending"? Learn how you can practice conscious consumption it and how it
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health insurance

Announcing Our Latest Webinar, and It’s All About Health Insurance!

Health is wealth and knowledge is power! Are you about to make a job, life, or family change? Have health insurance questions or just want to make sure you're on
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inflation

How You Can Handle Increasing Inflation

Inflation. Whether you've seen it in the grocery store, at the gas pump, or elsewhere, it's been getting tougher to miss. Learn what The Federal Reserve is doing to combat
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budget

2021 Spending Review and New Year Budget ‘Reset’

2021 has almost come to an end — but it’s not over yet. For many, now is the time to set resolutions and get a fresh start in the New
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