A lot of people are under-utilizing their corporate benefits, unintentionally leaving money on the table. Open enrollment is a great opportunity to review your company’s benefits plan to ensure that you’re taking full advantage of everything they offer.

In this episode, we walk through some of the most common areas you can optimize your benefits, such as HSAs, FSAs, life insurance, disability, ESPPs, and more.

Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.

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Get in touch with us!

• Scott Frank on LinkedIn
• Stone Steps Financial
• Nick Covyeau on LinkedIn
• Swell Financial

Leave us a question!

How Much Do I Need To Retire? Quiz

https://www.stonestepsfinancial.com/howmuch

Money can be confusing, but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial.

The One Big Beautiful Bill Act has some pretty great enhancements for business owners, but you have to know what you’re looking for in order to get them. Whether it’s the extension of Qualified Business Income, the 100% Bonus Depreciation, or Enhanced Qualified Small Business Stock, the bill has something for businesses of any size.

In this episode, we walk you through six key provisions of the OBBBA that every business owner should be aware of, then we look at how you can take action now to reduce tax liability and boost cash flow.

Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.

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Ready to learn more?

• Scott Frank on LinkedIn
• Stone Steps Financial

Leave us a question!

How Much Do I Need To Retire? Quiz

https://www.stonestepsfinancial.com/howmuch

Money can be confusing, but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial.

“How much money do I need to save in order to retire – what’s my number?” It’s one of the most common questions financial advisors get, and we understand why. People want a goal, something they can work toward to help them feel more at peace about how they’re saving.

As is often the case in financial planning, when people ask for their number, the answer goes deeper than dollars and cents. It’s not just how much you save, but where you save and what you prepare for. Tune in as we look beneath your number to understand everything that goes into preparing for retirement.

Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.

—

Get in touch with us!

• Scott Frank on LinkedIn
• Stone Steps Financial
• Nick Covyeau on LinkedIn
• Swell Financial

Leave us a question!

How Much Do I Need To Retire? Quiz

https://www.stonestepsfinancial.com/howmuch

Money can be confusing, but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial.