Greetings to all,

I hope everyone has been enjoying autumn, as we transition into the holiday season.

This is the time of year when many employers roll out open enrollment, a window of time when employers introduce changes to their benefit offerings for the upcoming plan year.  As the article below describes, it is important to review benefit offerings for the upcoming year, while paying particular attention to changes to benefits and costs.  This is also a good opportunity to look for potential tax savings.

Note that planning tips and other info are now posted on my website,, under Resources/Blog.  Feel free to check it out.

My best,