Conscientious Financial Planning and Retirement Income Management | 201-741-9528
from Lonier Financial Advisory LLC, Osprey, FL

Monthly Archives: November 2013

’Tis the Season for Open Enrollment

In my last post, I listed some year-end housekeeping and tax items. It’s open enrollment season, so this post will cover items related to employer sponsored plans. Health insurance options and the ACA Top of mind this season, health insurance—many companies are replacing non-compliant health insurance plans. This may be your first time in a […]

Beware, The End (of the Year) is Coming!

It’s that time of year when articles appear filled with old chestnuts about this or that task to complete by year-end to get your financial house in order. Recently I presented some year-end planning items in a webinar to a group of accountants, and in this and the next couple posts, will share with you […]