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October 2019 ClientLine Newsletter

Open Enrollment Tips For Employees – it is crucial to do your homework before making your selections during open enrollment.

Tax Issues in Divorce – tax and financial landmines that forethought and planning can help you avoid.

Client Profile – can you put a bonus into your 401(k)?

Surviving a Bear Market – the steps you take now will determine how well you survive the next bear market.

Get Ready for Small Business Saturday – position yourself for success.

Questions and Answers

Short Bits

3 Tips for Employers – consider tightening up the following three communication areas to make sure your open enrollment is a success.

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