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Financial to-do Checklist for 2018 Things you can do for your future as the year unfolds. 

End of year Money Moves Here are some things you might want to do before saying goodbye to 2017. 

New I-9 Form As of September 1, 2017, There is a new I-9 form that must be used by all employers hiring new employees.  Failure to use this new form will result in penalties. 

May is Disability Insurance Awareness Month Living without Disability Insurance could be a high cost to pay

The GOP Pulls the AHCA Before the Vote The attempt to repeal and replace the ACA lacked Republican support

The Many Benefits of the Roth IRA Why do so many people choose it rather than a traditional IRA?

The DOL Penalties Increase for 2017 The DOL has released the final rule to annually adjust for inflation the civil monetary penalties assessed or enforced in its regulations. Civil monetary penalties increased for a number of compliance-related items, including several that will impact group health and welfare plans.

Mind Over Money Emotion often drives our financial decisions, even when logic should.

What to do Financially when a Spouse Dies In the hardest of emotional times here are clear steps to follow to see that financial matters remain in good order

Understanding ACA's Waiting Period Limitation This article defines the 90-day waiting period and is intended to help employers understand this limitation.

Principal Accelerated Underwriting now offers a new, streamlined underwriting process that can get qualified applicants approved for life insurance within 48 hours and without a medical exam.

Aetna Funding Advantage offers the benefits of self-funding, with financial protection to manage risk

Identity Theft Protection- Independence Blue Cross is pleased to offer members a new value-added service at no cost