As Fall approaches, it is once again time for many of us to review benefit options during an employer sponsored open enrollment period.

Choosing to train for a run or deciding to build wealth both require strong mental discipline and kindness to stay on track for the long haul.

Pay attention to your health and your finances

I recently had the opportunity to discuss the inspiration behind Fintentional in Twenty Over Ten’s Advisor Showcase.

Health care spending accounts explained.

How an Agile approach to financial planning accommodates change.