As we approach the fall, many employees will soon receive emails from their HR departments about open enrollment for the 2025 calendar year. This period is crucial for reviewing and selecting the benefits that best meet your needs. To help us better understand our options and what coverage is best, we are excited to have Kelly Brownell, a seasoned expert in open enrollment and employee benefits, on the show for this important episode.

Here’s some of what we discuss in this episode:

• Why open enrollment is important and what the open enrollment period allows you to do.
• Non-health insurance benefits to take a look at as an employee during open enrollment.
• Where you should go to get your questions about benefits addressed.
• Under what circumstances can you change your benefits mid-year?
• The future of employee benefit packages.

Connect with our guest: https://www.linkedin.com/in/kelly-brownell-28b182156

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/

As summer winds down and the new school year approaches, now is the perfect time to consider your strategy for saving for your child’s college education. We all know that college isn’t getting any cheaper, so a proper financial plan is crucial in helping your child make this big commitment.

Join Todd and David as they explore key aspects of college financial planning. They provide practical advice on saving strategies, helping your child define their educational and career goals, understanding student loan options, and making the most of popular 529 plans. Tune in for valuable insights and tips!

Here’s some of what we discuss in this episode:

• Getting on the same page as a family when it comes to college
• Helping your child figure out their future goals
• Saving and paying for your children’s college education
• 529 plans as a savings vehicle for college
• Paying off school loans + FAFSA

Saving For College Website

https://www.savingforcollege.com/

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/

We are excited to have Elder Law Attorney, Maureen Anderson, on the show with us today. She joins us to discuss the benefit of intergenerational conversations surrounding end-of-life planning and wealth transfer. Starting these conversations with your loved ones can be challenging, so we’re excited to have Maureen’s perspective and insights to help approach these topics as effectively as possible.

Tune in as Maureen explains why open and honest family discussions are crucial for future planning, and shares valuable tips to get these conversations started. These discussions should cover everything from wills and powers of attorney to healthcare directives and living wills. By addressing these topics early and revisiting them regularly, families can ensure that everyone is on the same page and prepared for whatever the future holds.

Here’s some of what we discuss in this episode:

• The scope of Maureen’s practice as a Certified Elder Law Attorney
• The importance of end-of-life planning and getting your documents in order
• Why it’s so important to have these conversations with family members as early as possible
• How you can start having these conversations with family members
• What you should talk about with your kids + when professionals should get involved

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/