by Nanette Duffey | Nov 25, 2025 | Holidays, Insights, Medical, Spending
A Flexible Spending Account (FSA) is a tax-advantaged way to set aside pre-tax dollars from your paycheck for healthcare expenses. Unlike HSAs, FSAs are “use it or lose it.” Funds must be spent by the plan year’s end or forfeited, with a short grace period...
by Nanette Duffey | Oct 21, 2025 | Fraud Protection, Insights, Insurance, Technology
In the high-stakes world of digital living, where smart homes guard multimillion-dollar estates and executives jet between the boardroom and tee box, cybersecurity isn’t just tech talk, it’s a financial imperative. For clients insured by premium providers like PURE...
by Nanette Duffey | Nov 5, 2024 | Bill Paying + Banking, Financial Literacy, Insights, Medical
As open enrollment season opens, opportunities to subscribe to the various spending accounts become available, too. Multiple options exist, but a plan’s eligibility requirements and family size influence the “best” selection for you and your family. These...
