Category Archives: Account Education

Creating More Value for You and Your Clients in 2018

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Published on 08 Jan 2018 By Trisha Paine

Experts say that it costs 3-5 times more to acquire a new client than it does to retain an existing...

5 Ways You Can Save Big in 2018

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Published on 01 Jan 2018 By Trisha Paine

Happy New Year! I wanted to start the new year off right with a few tips and reminders that can...

Smart Phone with Coffee - Commuter Benefits Image

FSA Use It or Lose It: Start Planning to Avoid Losing Tax-Free Funds

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Published on 20 Nov 2017 By Mollie Meeder

Have an FSA subject to the use-it-or-lose-it rule? Here are some FSA-eligible expenses you may want to consider to avoid losing out.

Creating More Value for You and Your Clients in 2018

Read More
Published on 08 Jan 2018 By Trisha Paine

Experts say that it costs 3-5 times more to acquire a new client than it does to retain an existing...

5 Ways You Can Save Big in 2018

Read More
Published on 01 Jan 2018 By Trisha Paine

Happy New Year! I wanted to start the new year off right with a few tips and reminders that can...

Smart Phone with Coffee - Commuter Benefits Image

FSA Use It or Lose It: Start Planning to Avoid Losing Tax-Free Funds

Read More
Published on 20 Nov 2017 By Mollie Meeder

Have an FSA subject to the use-it-or-lose-it rule? Here are some FSA-eligible expenses you may want to consider to avoid losing out.