Insurance & Benefits
Podcast Episodes
Featured Episode
Episode 203: Disability Insurance and Protecting Your Paycheck
When you’re Childfree, life insurance may barely make your list, which is exactly why disability insurance is so easy to overlook and so important to get right. Bri Conn, CFP® and Scott Barnes, CFP®, TPCP®, CLTC break down how to protect the paycheck that funds the life you’ve built, and the fine print that decides whether your benefit shows up whole when you need it.
Articles
How to Execute a Backdoor Roth Conversion
Execute a backdoor Roth conversion successfully. Step-by-step process to avoid mistakes and maximize your tax benefits.
What Is an FSA or HSA?
FSA vs. HSA: understand the key differences between these health savings accounts and determine which fits your situation best.
How Does Property & Casualty Insurance Work?
Protect your assets with the right insurance: homeowners, renters, auto, umbrella coverage, and what you actually need.
I Have Stock Options: What Should I Do?
Navigate employer stock options confidently. Learn exercise timing, tax implications, and common mistakes to avoid with your equity.
Roth Conversion 101: Should You Make the Switch?
Roth conversion decision guide: evaluate benefits, calculate tax implications, and determine if converting traditional accounts makes sense now.
Pensions: What They Are & How They Fit Your Plan
Pensions explained: traditional pension mechanics, lump sum versus annuity decisions, survivor benefit options, and retirement planning integration.