Monthly Archives: September 2016

24 09, 2016

Health Insurance SEP

By |2020-09-30T10:30:30-07:00September 24th, 2016|Financial|0 Comments

SEP (Special Enrollment Periods) Typically, you can only purchase health insurance coverage through the Marketplace Exchange during the Open Enrollment Period. This lasts between November 1st and January 31st each year. However, there are some qualifying events that trigger Special Enrollment Periods, or SEPs. If you qualify for a SEP you can enroll in [...]

22 09, 2016

Changes to Healthcare and Tax Laws

By |2020-09-30T10:36:01-07:00September 22nd, 2016|Tax|0 Comments

Affordable Care Act In 2010 the Patient Protection and Affordable Care Act (PPACA) was brought into effect. It has since then dramatically changed the health-insurance field. It has also caused dramatic changes to taxes. Read more to find out what some of these changes are and how they affect you. Minimum Essential Coverage Starting [...]

14 09, 2016

8 Reasons Everyone Needs a Financial Plan

By |2024-06-24T12:41:55-07:00September 14th, 2016|Advisory|0 Comments

Financial Plans are for Everyone Financial Plans are not just for the wealthy anymore. A comprehensive financial plan, with a wealth management company, can benefit you, no matter what your income level is. It is an invaluable tool that everyone needs to have. Why is having one so important? 1. Set Your Goals [...]

6 09, 2016

Creating an LLC

By |2024-06-24T12:40:38-07:00September 6th, 2016|Legal Documents|0 Comments

Benefits of Having an LLC Creating an LLC is one of the first steps to having a successful business. Why is creating an LLC so important? Having your business organized as an LLC will protect your personal assets from any creditors or lawsuits that come against your business. Without an LLC, your personal assets [...]

2 09, 2016

Open Enrollment Health Plan Basics

By |2024-06-24T12:03:51-07:00September 2nd, 2016|Financial|0 Comments

Navigating Open Enrollment Health Plans Open enrollment for health insurance begins November 1st! With all the recent healthcare law changes there are more options than ever before. All the choices and new procedures can be overwhelming. This article will break down the different healthcare terminology so that you can be thoroughly educated and get [...]

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