Personal Financial Checklist – March

Welcome to our third edition of the Personal Financial Checklist.  Each month we will bring you a checklist of financial to-dos to help keep you on track to achieve financial freedom. Be sure to download and print the checklist for your personal use! (Click here for past checklists.) March Review Your S.M.A.R.T. Goals Check in on […]

The Affordable Care Act Part 12 – Small Employers

Small Employers The Affordable Care Act defines “small” as those with fewer than 50 full-time employees (FTEs). Small employers are exempt from the ACA “play-or-pay” penalties. There are, however, incentives to some small employers to offer health care coverage to their employees. Small Business Health Options Program (SHOP) While the initial availability date may vary […]

Personal Financial Checklist – February

Welcome to our second edition of the Personal Financial Checklist.  Each month we will bring you a checklist of financial to-dos to help keep you on track to achieve financial freedom. Be sure to download and print the checklist for your personal use! (Click here for past checklists.) February Review Your S.M.A.R.T. Goals How did you […]

Personal Financial Checklist – January

We all know the importance of staying on top of our game, especially when it come to our finances. We’ve created a new resource to help you keep financially fit every month in 2014.  Each month we will compile a checklist of financial to do’s to keep you on track to reach financial freedom and […]

The Affordable Care Act Part 11 – Large Employers

While the Affordable Care Act does not require employers to provide their employees with access to employer-sponsored health care plans, the ACA does include incentives and penalties intended to: 1) minimize disruptions of the existing employer-provided health care system, and 2) to encourage smaller employers to provide their employees with access to employer-sponsored health care […]