Losing Medicaid Eligibility?

A new special enrollment opportunity has arrived. If you or someone you know has lost Medicaid eligibility or is scheduled to lose Medicaid eligibility in the upcoming months, they will be eligible to enroll in a plan on the marketplace.  We would love to work with them to establish a great plan and peace of mind.

HSA, HDHP, and Excepted Benefit HRA Limits for 2024

The IRS announced under Revenue Procedure 2023-23 cost-of-living adjustments to dollar limits for health savings accounts (HSAs), high-deductible health plans (HDHPs), and excepted benefit health reimbursement arrangements (HRAs) for 2024. See the new limits in the chart below.

Retirement Options

Who says you can’t save for retirement if your employer doesn’t offer a 401(k)??? There are several retirement options available for individuals and small business owners outside of a company that you work for. We work with amazing Financial Advisors to help with getting you set up. Let us know if you would like more information or to be connected so you can start saving right away!


Low Cost Summer Planning

 Check out this article on ways to vacation without breaking the bank.

Administration Services


Our waiting list is open for 2023 and is perfect for an entrepreneur or small business owner who could use an extra 5 hours (or more!) to work on the things they enjoy in their business or to be able to step away for a bit. Not sure what to delegate to be effective?

  1. For a week, write down everything you do in the business.
  2. At the end of the week, take the list and highlight all the things you do not like doing.
  3. Then use a different highlighter to highlight all the things that you are doing that are not making you any money.
  4. Finally, highlight all the things that are not letting you move forward in your business.
  5. All the highlighted tasks are tasks that can be delegated to our team!