The Financial Advantage with Douglas Marion: Open Enrollment: How to Evaluate Your Benefits and Align Them with Your Financial Goals

The Financial Advantage wth Douglas Marion: Open Enrollment: Aligning Benefits with Goals

When open enrollment arrives, it’s tempting to check the same boxes and move on. But the benefits you choose can shape your healthcare costs, household budget, and financial security throughout the coming year. In this edition of The Financial Advantage, Douglas Marion explores what to review—from health coverage and retirement contributions to insurance and beneficiaries—to help you approach enrollment with greater confidence and a clearer picture of your needs.

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Investment Advisory Services offered through EverStar Asset Management, LLC., a SEC Registered Investment Adviser. EverStar Asset Management, LLC and Advanced Wealth Strategies, Inc. are independent entities. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level or skill or ability

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