Author: Michael Seid
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How To Create And Reset Client Portals
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Financial Planning & Orion – Advizr Quick Start Guide
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Q1 Billing Update- Billing Process Updates
Billing is underway. Here are few things to remember. Forecast bills will be emailed you to in the next week. Forecast bill review and certifications are due prior to running your live bills. For questions regarding billing, please click the chat window below.
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Axxcess Health Insurance- Open Enrollment 2021
Axxcess Employees can enroll, and change health insurance, dental, and vision options, if eligible. Blue Shield is offered in both HMO, and PPO options, with silver, gold, and platinum tiers in each. Rates, plan information, and change forms are available on the Axxcess Hub. Click here: Benefits
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Changing jobs? 12 things you can do with your money before you go—and after you get there
Accepted a new job offer? Congrats! Here’s a checklist to make sure your finances are in order as you make the transition. Your checklist at a glance Before you go: Determine employee benefits termination date. Browse health insurance options. Check flexible spending account (FSA) balance. Review final paycheck. Revise budget. Review stock option rules. Confirm…
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Investing near retirement: 4 tips to keep in mind during market volatility
1 Kahneman, D. and Tversky, A. “Advances in prospect theory: Cumulative representation of uncertainty.” Journal of Risk and Uncertainty. 5(4): pages 297-323. 1992 About Target Date investment options: Target date portfolios are managed toward a particular target date, or the approximate date the investor is expected to start withdrawing money from the portfolio. As each target…
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Reality check: 3 steps to your financial snapshot
You’ve worked and planned and invested so you can enjoy your life when it’s time to retire. But if you could build something “more” with your investments, what would that look like? Maybe that means you could finally get season tickets to watch your favorite college football team each year. Or spend a week visiting…
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Vaccine not in time for jobs recovery
U.S. jobs growth has cooled, signaling the pace of the labor-market recovery is tapering. We believe double-digit quarterly GDP growth is possible in late 2021 if vaccine developments stay on track. A new pandemic relief package will help bridge the gap for consumers and businesses. The U.S. labor market continues to lose steam. The pace…
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