Utilize FSA Monies with Key Year–End Strategies | Fort Worth Benefit Advisors

‘Tis the Season’. Like most, you ‘re probably in the midst of the “hussle and bussle” of this holiday season with dinners, parties, and activities; Christmas shopping; and spending those remaining FSA dollars you have allocated this year.   Wait, what? Yes, you read right. Chances are, if you’ve opted to utilize an employer-sponsored FSA … Continued

You Think You Won’t Qualify for Life Insurance, but You’re Wrong | Fort Worth Benefit Advisors

  Think you can’t qualify for life insurance? Think again. You want to protect your loved ones for the future once you’re no longer around to provide for them. We all do. Life insurance gives you that peace of mind that your family will be taken care of after you’re gone. However, you’re also worried … Continued

DOL Delays New Rules for Disability Benefit Claims | Fort Worth Benefit Advisors

On November 29, 2017, the U.S. Department of Labor (DOL) published a Final Rule that delays implementation of new claim rules for disability benefits through April 1, 2018. This 90-day delay is intended to give the DOL, insurers, employers, and other interested parties additional time to review the new rules. The DOL is collecting public … Continued

4 Ways to Get Financially Fit in Your 40s | Fort Worth Benefit Advisors

Many people in their 40s are facing an uncomfortable fact: They simply aren’t where they’d hoped to be financially. Fortunately, all their life experience can help correct for past mistakes. “There’s a different trigger moment for everybody,” says Jay Howard, financial advisor and partner at MHD Financial in San Antonio, Texas. “But regardless of when … Continued