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HSA Contributions Updates for 2026

by | March 1st, 2026

Available at rp-25-19.pdf Health savings accounts, or HSAs, are already a great way to set aside money for medical costs. The IRS has released the 2026 cost-of-living adjusted limits for health savings accounts (HSAs) and high-deductible health plans (HDHPs): HSA Contribution Limits. The 2026 annual HSA co [...]
Available at rp-25-19.pdf Health savings accounts, or HSAs, are already a great way to set aside money for medical costs. The IRS has released the 2026 cost-of-living adjusted limits for healt [...]
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SMALL BUSINESS EMPLOYEE BENEFITS: THINKING OUTSIDE THE BOX

by | October 8th, 2025

Small business owners know that it’s getting more competitive than ever to hire the best and brightest people.  Employee benefits remain a top differentiator for small businesses and yet many are still struggling to deliver just the right benefits.  One idea to consider is to take a fresh approach to emplo [...]
Small business owners know that it’s getting more competitive than ever to hire the best and brightest people.  Employee benefits remain a top differentiator for small businesses and yet many [...]
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by | August 6th, 2025

We are so excited to be recognized as a 2025 Top Financial Professional by Northern Virginia Magazine! This recognition reflects our commitment to helping organizations build smarter, more sustainable benefits programs - and empowering individuals to make confident financial decisions for their future. A heartfelt thank you to our clients, partners, and team members who trust us to guide their financial journeys. Here's to continuing to raise the bar in benefits consulting and financial wellness!

We are so excited to be recognized as a 2025 Top Financial Professional by Northern Virginia Magazine! This recognition reflects our commitment to helping organizations build smarter, more sustainable benefits programs - and empowering individuals to make confident financial decisions for their future. A heartfelt thank you [...]

We are so excited to be re [...]

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“Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients.”

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