What is the phone number for Comprehensive Benefit Services, Inc. in Alexandria VA?

You can reach them at: 703-750-3393. It’s best to call Comprehensive Benefit Services, Inc. during business hours.

What are Comprehensive Benefit Services, Inc.(Alexandria, VA) store hours?

Comprehensive Benefit Services, Inc. store hours are as follows: Mon-Fri: 8:30AM - 5:30PM, Sat-Sun: Closed.

Comprehensive Benefit Services, Inc. on general washington drive, Alexandria, VA

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Thank you so much for the congratulatory messages on my hall of fame induction. I'm am so honored to be named The American College of Financial Services 2020 Alumni Hall of Fame Inductee, and I am so overwhelmed by the support of my network. https://hubs.ly/H0xm0LH0 THEAMERICANCOLLEGE.EDU Lee V. Bethel Named The American College of Financial Services 2020 Alumni Hall of Fame Inductee

Autumn has arrived, with students back in school, #baseball playoffs beginning, and #football in full swing. Read what #October may have in store for us in this month's #LetterToClients: https://hubs.ly/H0xhgLW0 COMPREHENSIVEBENEFIT.COM Signs of Strength in the Economy

An old Wall Street adage says bond markets are smarter than equity markets, so when stocks encounter volatility, investors often look to the bond market for clues about the potential severity of equity market weakness. https://hubs.ly/H0xcH5f0 COMPREHENSIVEBENEFIT.COM How Corporate Bond Spreads Respond to Equity Market Volatility

Congratulations to LeCount Davis, CFP the first Black Certified Financial Planner and Quad A founder on his new book. I am honored to have you as a friend and mentor. I am proud to be a Charter Member of Quad A. #QuadA #Blackfinancialadvisor

One to attract new employees and retain current ones is ensuring that you provide a competitive, cost-effective benefit package comprised of both traditional and not-so-traditional benefits. We can help you establish a benefit plan! https://hubs.ly/H0x6qX90 COMPREHENSIVEBENEFIT.COM Designing a Benefit Package for Your Small Business

In 1958, the #IRS created 403(b) plans to encourage employees of certain organizations to begin saving for retirement. In 2001, the Economic Growth and Tax Relief Reconciliation Act (#EGTRRA) increased the amount employers and participants could contribute and created a Roth option. #FinancialFactFriday https://hubs.ly/H0wVqx20 COMPREHENSIVEBENEFIT.COM 403(b) Plans and Saving for Retirement

Offering Health Savings Accounts to your employees can be a great way to help them save for unforeseen health expenses. #NationalSavingsDay https://hubs.ly/H0xRFMl0 COMPREHENSIVEBENEFIT.COM Health Savings Accounts: Are They Just What the Doctor Ordered?

More than 80% of small-business owners don’t have small-business insurance or rely solely on their personal insurance for business protection. #FinancialFactFriday https://hubs.ly/H0xKmRL0 COMPREHENSIVEBENEFIT.COM Small Business and Insurance: What Do You Really Need?

Thinking of offering retirement benefits for your employees? Here’s why 2020 is the year your business should introduce a 401(k) plan to attract and retain great employees. https://hubs.ly/H0xGCf10

The weekly market commentary is now available. For more info on #FixedIncome in Q3, please click on the following link. #MarketUpdate https://hubs.ly/H0xzTdF0 COMPREHENSIVEBENEFIT.COM Fixed Income Excels in the Third Quarter

There's still time to set up a #401k or #403b plan for 2021, but you need to act fast! The deadline is October 31st - contact me to get started today! https://hubs.ly/H0xwmzW0 COMPREHENSIVEBENEFIT.COM Designing a Benefit Package for Your Small Business

When you own a small business, the adage “you are only as strong as your weakest link” holds true when it comes to cybersecurity. #CyberSecurityAwarenessMonth https://hubs.ly/H0y4fP80 US.NORTON.COM Cybersecurity tips for small businesses

Establishing a 401(k) plan is a great way to attract #Millennial employees! Don't forget, the deadline to establish a 401(k) and/or 403(b) plan for 2021 is October 31 - give me a call to get started today! https://hubs.ly/H0y2TJV0 COMPREHENSIVEBENEFIT.COM Investing for the Long Haul: 5 Tips for Millennials

The 10-year Treasury yield has stayed in a narrow range since April 2020, helped by a supportive Federal Reserve and ongoing concerns about the COVID-19 pandemic. #WeeklyMarketInsight https://hubs.ly/H0x-fWp0 COMPREHENSIVEBENEFIT.COM Under-the-Radar Signal That Rates May Head Higher

Excited to announce that I’ve earned the Certified Plan Fiduciary Advisor designation from NAPA sponsored by Nationwide! The NAPA CPFA designation is for financial professionals that want to demonstrate their commitment to working with 401(k) plans. #NAPA #NAPACPFA #401kadvisor

A type of deferred compensation plan, and now the most popular type of plan by far, the 401(k) plan allows contributions to be funded by the participants themselves, rather than by the employer. #401k #RetirementPlanning https://hubs.ly/H0yt_hb0 COMPREHENSIVEBENEFIT.COM Retirement Plans for Small Businesses

If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some things to consider. #ThursdayThoughts https://hubs.ly/H0yqPgF0

In this week's #MarketInsight blog, we discuss the historically low treasury expectations. https://hubs.ly/H0yjh4b0 COMPREHENSIVEBENEFIT.COM Treasury Return Expectations Historically Low

Offering a retirement plan for your employees is a great way to attract and maintain motivated workers. #RetirementSecurityWeek https://hubs.ly/H0ydYy30

The S&P 500 Index has averaged a 0.54% return on October 28, better than any other day of the year—with the day after Christmas the second best. #MarketInsights https://hubs.ly/H0yRBn70 COMPREHENSIVEBENEFIT.COM The Best Day Of The Year Is This Week

I am pleased to announce that I have been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.

#MotivationMonday

The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the enduring resilience of our democracy. This year it will take longer, but the process itself hasn’t changed. https://hubs.ly/H0zgFR-0 COMPREHENSIVEBENEFIT.COM Election 2020 is Undecided

Make sure you get out the vote today if you haven't already! #ElectionDay2020

#OpenEnrollment is here! Now is the time to choose your benefits for 2021. #Reminder: Open Enrollment runs from November 1 through December 15, 2020. Coverage starts on January 1, 2021. Here are 5 quick tips about the Health Insurance marketplace: https://hubs.ly/H0z4Lmr0 HEALTHCARE.GOV Tips to get started in the Health Insurance Marketplace®

Happy #Halloween from Comprehensive Benefit Services, Inc.! We hope everyone has a spooky, safe, and fun weekend!

Is your company trying to attract more #millennial employees? Offering a 401(k) with a company match is a great way to do that! https://hubs.ly/H0zThzX0 COMPREHENSIVEBENEFIT.COM Investing for the Long Haul: 5 Tips for Millennials

#Q3 earnings season has been outstanding relative to expectations by many measures. Here are some of the highlights: https://hubs.ly/H0zPWgM0 #WeeklyMarketInsights COMPREHENSIVEBENEFIT.COM Earnings Rebound Picking up Speed

Today, we honor all U.S. military veterans. Each and every day, we thank you for your service. #VeteransDay2020

Are you searching for affordable health insurance for your business? I can help as a professional member of the National Association of Health Underwriters!

Former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight race and bringing an end to the highly contested 2020 election. https://hubs.ly/H0zxCZr0 COMPREHENSIVEBENEFIT.COM Election Clarity for the Markets

November is here and so is the holiday shopping season! If you have never shopped on Small Business Saturday, check out some of the top reasons to put it on your list this November. #SmallBusinessSaturday https://hubs.ly/H0zsFgX0 COMPREHENSIVEBENEFIT.COM 4 Reasons to Do Your Shopping on Small Business Saturday

Thanks to the SECURE Act, to start a 401(k) Plan for 20 or more Non Highly Compensated Employees, a tax credit of $5,000 per year will be available for 3 years! The tax credit is available to cover 50% of the implementation & administrative costs of implementing a Plan!

2 technical reasons lead us to believe that the yield on the 10-year Treasury note has not only bottomed, but could be headed higher in 2021. #WeeklyMarketInsight https://hubs.ly/H0B95mN0 COMPREHENSIVEBENEFIT.COM 2 Reasons Long-Term Rates Could Continue to Rise

When it comes to executive-level pay or compensation, financial compensation comes in a number of forms, including salary, bonuses, and other forms of compensation, such as equity compensation. #ExecutiveCompensation https://hubs.ly/H0B4Std0 COMPREHENSIVEBENEFIT.COM Executive Compensation: Equity Compensation for Corporate Executives

“Enjoy the little things, for one day you may look back and realize they were the big things.” #MotivationMonday

Happy #SmallBusinessSaturday! What local businesses are you supporting this weekend? https://hubs.ly/H0BxC7C0 COMPREHENSIVEBENEFIT.COM 4 Reasons to Do Your Shopping on Small Business Saturday

This month marks the 2 year anniversary of my receiving the NAAIA Lifetime Achievement Award. I am still so honored and humbled to have received this prestigious award. Here's a video of my acceptance speech: #FlashbackFriday. https://hubs.ly/H0BxSVB0 PHOTOS.GOOGLE.COM New video by Mary Jane McWilliams

Happy Thanksgiving! We hope you have a wonderful day full of good food! #HappyThanksgiving

It may be a year or more before the end of the #recession is officially called, but gauging from the growth we’ve seen since April, it may already be over. Learn more is this week's #MarketInsight blog: https://hubs.ly/H0Bx-r40 COMPREHENSIVEBENEFIT.COM Treasury Yields After Recessions End

What can business owners and other entrepreneurs do to adapt to a consistently shifting set of circumstances? https://hubs.ly/H0Bt__R0 COMPREHENSIVEBENEFIT.COM How Entrepreneurs Can Stay Nimble in the COVID Era

As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. https://hubs.ly/H0B_ygv0 COMPREHENSIVEBENEFIT.COM www.comprehensivebenefit.com

Thank you so much to my friends, family, and collegues for the warms congratulations on being inducted to the American College Alumni Hall of Fame! You can read the full tributes here: https://hubs.ly/H0BMNcq0

“While stocks may have gotten a little ahead of themselves, it’s reassuring to see the often more cautious credit markets agreeing with stocks’ positive assessment of the economy.” Read more: https://hubs.ly/H0BVHvV0 COMPREHENSIVEBENEFIT.COM Corporate Bonds Tilting Toward Expensive

One way to recruit and obtain the best employees is ensuring that you provide a competitive, cost-effective #benefit package comprised of both traditional and not-so-traditional benefits. #SmallBusiness https://hubs.ly/H0BMSGM0 COMPREHENSIVEBENEFIT.COM Designing a Benefit Package for Your Small Business

Whether you're a current business owner or a budding entrepreneur burning with the next great idea, one of the most important steps you can take on your road to success is creating a business plan. #WriteABusinessPlanMonth https://hubs.ly/H0C3h9L0 HUBS.LY hubs.ly

Markets are forward-looking mechanisms, and as we receive further clarity on what the world may look like after the pandemic, we expect markets will reflect this. #WeeklyMarketInsight https://hubs.ly/H0ChT9m0 COMPREHENSIVEBENEFIT.COM Highlights of Outlook 2021: Powering Forward

2020 has been a tumultuous year, and as we near its close, we are pleased to present #Outlook2021: Powering Forward, which outlines our views on markets, the economy, and policy into 2021 and beyond. https://hubs.ly/H0CdTP00 COMPREHENSIVEBENEFIT.COM Outlook 2021: Powering Forward

#MotivationMonday

Will there be 4 more years of #dollar weakness? Find out in our #WeeklyMarketInsight blog! https://hubs.ly/H0CJrHH0 COMPREHENSIVEBENEFIT.COM 4 More Years of Dollar Weakness?

#MotivationMonday

#SECUREAct update for plan sponsors: The SECURE Act requires that 401(k) plans (other than collectively bargained plans) allow long-term part-time employees to enter a plan and make salary deferral contributions. This right must be made available to any employee who works 500 or more hours for three consecutive 12-month periods, and it includes employees categorized as part-time as well as seasonal and temporary employees. Hours must be counted beginning with the 2021 plan year, because long-term part-time employees could become eligible for plan years beginning in 2024. We’re reminding plan sponsors of this change, and possible actions to take, in December.

#MotivationMonday

This summer I shared my experience in #mentorship with #PlanAdviser. You can read why I think mentorship will play such an important role in promoting #diversity within our industry. https://hubs.ly/H0CBwVN0 PLANADVISER.COM Mentorship, Diversity and Opportunity | PLANADVISER

#Mentorship can provide benefits to both the mentor and mentee, helping build long-term relationships while developing leadership skills and gaining new perspectives. https://hubs.ly/H0CBwVB0 COMPREHENSIVEBENEFIT.COM Three Main Benefits of Being a Mentor

#MotivationMonday

Merry Christmas from Comprehensive Benefit Services, Inc.! We hope you have a very happy and safe holiday.

Get your retirement plan noticed in 2021! Schedule a no-obligation consultation with me today to find out how I can help: https://hubs.ly/H0CQ1050

Recent economic data shows evidence of slowing momentum in the US economy, but the new #stimulus package could keep the recovery moving forward. #WeeklyMarketInsight https://hubs.ly/H0C_8Xs0 COMPREHENSIVEBENEFIT.COM Stimulus Bill May Help

#MotivationMonday

Happy New Year! Here's to a happy, healthy, and prosperous 2021. #NewYear2021

Is one of your resolutions for 2021 to become more digital? We can help bring your business into the next year by transitioning to online #enrollment for employee benefits. https://hubs.ly/H0CSt6j0

2020 was an extraordinary year for the #Fed. They responded swiftly and decisively to the rapidly accelerating financial and economic uncertainty brought on by efforts to contain the COVID-19 pandemic. #WeeklyMarketInsight https://hubs.ly/H0D7lch0 COMPREHENSIVEBENEFIT.COM Three Fed Takeaways from an Extraordinary Year

The #IRS has made their #IRA cost-of-living adjustments for 2021! You can share these adjustments with your employees so that they're informed as they plan for their #retirement. https://hubs.ly/H0CSt7z0 COMPREHENSIVEBENEFIT.COM IRS Makes Annual Inflation Adjustments for 2021

#MotivationMonday

Merry Christmas from Comprehensive Benefit Services, Inc.! We hope you have a very happy and safe holiday.

A new year offers a welcomed turn of the calendar and a fresh start. However, it’s difficult to put 2020 completely behind us just yet because the COVID-19 pandemic still presents a significant threat. https://hubs.ly/H0DsDTj0 COMPREHENSIVEBENEFIT.COM 2021 Brings a Fresh Start

Even in the wake of weak economic data, market participants are looking forward to a new year and a potentially better economic landscape. #WeeklyMarketInsight https://hubs.ly/H0Dlwjd0 COMPREHENSIVEBENEFIT.COM December Market Insights

Just about every success story involves the influence of one (or more) mentors along the way. #MentoringMonth https://hubs.ly/H0Ddb9K0 COMPREHENSIVEBENEFIT.COM Three Main Benefits of Being a Mentor

#MotivationMonday

Happy New Year! Here's to a happy, healthy, and prosperous 2021. #NewYear2021

Is one of your resolutions for 2021 to become more digital? We can help bring your business into the next year by transitioning to online #enrollment for employee benefits. https://hubs.ly/H0CSt6j0

Treasury yields hit two key levels the first week of 2021. Learn more in this week's #MarketInsight blog: https://hubs.ly/H0DMLbR0 COMPREHENSIVEBENEFIT.COM Treasuries Hit Key Levels

A deferred compensation plan can prove to be an attractive #compensation option and a retention tool that can help keep your best employees with your company. #SmallBusiness https://hubs.ly/H0DC7Fd0 COMPREHENSIVEBENEFIT.COM Deferred Comp Plans: Rewarding Talent Today

#MotivationMonday

Just about every success story involves the influence of one (or more) mentors along the way. #MentoringMonth https://hubs.ly/H0Ddb9K0 COMPREHENSIVEBENEFIT.COM Three Main Benefits of Being a Mentor

Tighter #CreditSpreads are a strong sign of investor confidence that the economy is likely to continue to get back on track. https://hubs.ly/H0F6fCq0 COMPREHENSIVEBENEFIT.COM Credit Spreads Limit Bond Performance Outlook

“We may have all come on different ships, but we’re in the same boat now.” – Martin Luther King Jr. #MLKDay #MotivationMonday

Hard to believe it was over 5 years ago when I received the NAAIA Pioneer Award for my work in the insurance world. #FlashbackFriday https://hubs.ly/H0DC8Cd0 YOUTUBE.COM Lee Bethel NAAIA Pioneer Award

Treasury yields hit two key levels the first week of 2021. Learn more in this week's #MarketInsight blog: https://hubs.ly/H0DMLbR0 COMPREHENSIVEBENEFIT.COM Treasuries Hit Key Levels

#MotivationMonday

#TaxIdentityTheft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. Make sure you're protected before filing your 2020 taxes: https://hubs.ly/H0FpX0v0 COMPREHENSIVEBENEFIT.COM Tax Identity Theft Awareness - Protecting Yourself from Tax Identity Theft

#MotivationMonday

For small business owners, every minute spent on #TaxPrep is a minute less spent working on business priorities. That makes it critical for small business owners to be as efficient as possible when doing their tax prep. https://hubs.ly/H0DWjWz0 FOOL.COM Your Small Business Tax Preparation Checklist for 2021

Knowing that networking is a powerful tool for your professional development, you may be wondering how to network more effectively to get the most out of your contacts. https://hubs.ly/H0F202K0 COMPREHENSIVEBENEFIT.COM 4 Tips to Successful Networking

“We may have all come on different ships, but we’re in the same boat now.” – Martin Luther King Jr. #MLKDay #MotivationMonday

#MotivationMonday

2020 taught us that data privacy is more important than ever! #DataPrivacyDay is an international effort to empower individuals and businesses to respect privacy, safeguard data, and enable trust. https://hubs.ly/H0Fq50y0 STAYSAFEONLINE.ORG Data Privacy Day - Stay Safe Online

Since 1990, the 10-year Treasury yield had declined at least 1.5% in a year seven times, based on quarterly data. The most recent decline was as of the end of March 2020. Will history hold true this time around? #WeeklyMarketInsight https://hubs.ly/H0Fx4gv0 COMPREHENSIVEBENEFIT.COM Interest Rate Reversals Revisited

#MotivationMonday

2021 is underway, as our nation & the rest of the world look to begin to put the global #pandemic behind us. The path forward for the US #economy & global economy will continue to depend heavily on the success of combatting the virus. #FebruaryLetter https://hubs.ly/H0G10bG0 COMPREHENSIVEBENEFIT.COM Stay the Course

There’s an old adage on Wall Street that suggests, “As goes January, so goes the year.” What does that mean for the rest of 2021? #WeeklyMarketInsight https://hubs.ly/H0FZjm-0 COMPREHENSIVEBENEFIT.COM As Goes January, So Goes The Year

A great way to attract and retain quality employees is ensuring that you provide a competitive, cost-effective benefit package comprised of both traditional and not-so-traditional benefits. https://hubs.ly/H0FJ3VB0 COMPREHENSIVEBENEFIT.COM Designing a Benefit Package for Your Small Business

#MotivationMonday

Founded February 12, 1909, the NAACP is the nation’s foremost, largest, and most widely recognized civil rights organization. Happy Founders Day to the honorable NAACP! #NAACPDay #BlackHistoryMonth

Lifetime income (LTI) strategies, such as target income payout funds or annuities within company-sponsored retirement plans, are designed to help investors plan for and manage their accumulated wealth after retirement. https://hubs.ly/H0Gjbhs0 COMPREHENSIVEBENEFIT.COM Benefits of Incorporating Lifetime Income Strategies in Your Company’s Retirement Plan

The 10-year breakeven inflation rate, a market-based measure of inflation expectations, hit its highest level last Friday, February 5, since 2014. #WeeklyMarketInsight https://hubs.ly/H0Gm9G70 COMPREHENSIVEBENEFIT.COM Inflation Expectations Highest Since 2014

The Story of John H. Merrick and the Largest Black Life Insurance Company in the U.S. #BlackHistoryMonth https://hubs.ly/H0G9Zh-0 SCALAWAGMAGAZINE.ORG The Story of John H. Merrick and the Largest Black Life Insurance Company in the U.S. – Scalawag

#MotivationMonday

In Notice 2020-79, the IRS recently released its annual update to retirement plan limits for the 2021 tax year. I can help you ensure that your retirement plan complies with the 2021 plan limits. https://hubs.ly/H0GRkbn0 COMPREHENSIVEBENEFIT.COM Helping to Ensure Your Company-Sponsored Retirement Plan Complies with 2021 Plan Limits

Got Yield? Hold the Rate Risk, Please. Don't miss our #WeeklyMarketInsight blog! https://hubs.ly/H0GNXPl0 COMPREHENSIVEBENEFIT.COM Got Yield? Hold the Rate Risk, Please

Many employers struggle to balance employee needs with their own bottom lines. Helping you meet these needs is the specialty of Comprehensive Benefit Services, Inc. Schedule a call to see how we can help you! https://hubs.ly/H0Gw0yl0 GO.ONCEHUB.COM Online appointment scheduling

"Change will not come if we wait for some other person or some other time. We are the ones we've been waiting for. We are the change that we seek." - Barack Obama Happy #PresidentsDay and #MotivationMonday.

Founded February 12, 1909, the NAACP is the nation’s foremost, largest, and most widely recognized civil rights organization. Happy Founders Day to the honorable NAACP! #NAACPDay #BlackHistoryMonth

“We believe more good news on the economy will continue to push yields higher, but there are also forces in play that may help slow the pace down.” Read more in this week's #MarketInsights blog: https://hubs.ly/H0H8P2r0 COMPREHENSIVEBENEFIT.COM Treasury Yields Are Rising. Now What?

The #BlackHistoryMonth 2021 theme, “Black Family: Representation, Identity and Diversity” explores the African diaspora, and the spread of Black families across the United States. https://hubs.ly/H0GWYQT0 HISTORY.COM Black History Month

#MotivationMonday

In honor of #BlackHistoryMonth, I'd like to re-share the story of my Great Grandfather, William L. Bethel. "Many requests have been made of me to write something of the story of my life. Until recently I have never given much consideration to these requests for the reason that I had never thought that I had done enough in the world to warrant anything in the way of an autobiography; and I hope that my life work, by reason of my present age lies more in the future than in the past." https://hubs.ly/H0GRkmZ0 COMPREHENSIVEBENEFIT.COM AN AUTOBIOGRAPHY BY WILLIAM L. BETHEL

Got Yield? Hold the Rate Risk, Please. Don't miss our #WeeklyMarketInsight blog! https://hubs.ly/H0GNXPl0 COMPREHENSIVEBENEFIT.COM Got Yield? Hold the Rate Risk, Please

Criminals obtain a victim's personal information in a number of ways -- both online and off. But as incidents of identity theft grow, so too does the arsenal of tools and sophistication level of techniques used to perpetrate the crimes. https://hubs.ly/H0HfP-B0 COMPREHENSIVEBENEFIT.COM Recognizing and Avoiding Online Scams

How will you handle benefit meetings and enrollment paperwork for your upcoming renewal with employees working remotely for an indefinite period? We can help with online enrollment for employee benefits! https://hubs.ly/H0H5Mcq0

#MotivationMonday

“Every great dream begins with a dreamer. Always remember, you have within you the strength, the patience, and the passion to reach for the stars to change the world.” -Harriet Tubman Happy #InternationalWomensDay to all of the strong women! #MotivationMonday #WomensHistoryMonth

The IRS released its annual update to retirement plan limits for the 2021 tax year. Plan sponsors should work with their plan administrators to ensure systems are updated & employee notices are prepared & delivered, pursuant to your service agreements. https://hubs.ly/H0HzWrK0 COMPREHENSIVEBENEFIT.COM Helping to Ensure Your Company-Sponsored Retirement Plan Complies with 2021 Plan Limits

It’s now been over a year since #COVID-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that everyone’s life is different today than it was a year ago. https://hubs.ly/H0HHCrz0 COMPREHENSIVEBENEFIT.COM The Return of Normal is Approaching

The Conference Board’s Consumer Confidence Index increased in February from January’s reading. This was the second uptick in consumer confidence after two straight months of pullbacks. Read more in this week's #MarketInsight blog: https://hubs.ly/H0HBsfJ0 COMPREHENSIVEBENEFIT.COM Energy and Financials Fuel February’s Markets

I received my first dose of the vaccine yesterday! I couldn't get a picture, but everything went well. Looking forward to the second dose!

In February of 2021, the #IRS announced that a new form is available for eligible self-employed individuals to claim sick and family leave tax credits under the Families First Coronavirus Response Act. https://hubs.ly/H0HYJ6S0 COMPREHENSIVEBENEFIT.COM Sick and Family Leave for the Self-Employed

Today is the one-year anniversary of the low in the 10-year #TreasuryYield. While we’ve discussed the sharp rise in U.S. Treasury yields that have occurred this year, rising rates have been a global phenomenon. #WeeklyMarketInsight https://hubs.ly/H0J0x6L0 COMPREHENSIVEBENEFIT.COM Rising Interest Rates Are A Global Phenomenon

Hourly Consulting is a flexible and affordable option if you are seeking sound financial guidance delivered in a deliberate, goal-oriented manner. You get as much assistance as you need, when you need it, throughout your life. https://hubs.ly/H0HQ1vt0

Are you tired of all the paperwork that can come with Open Enrollment for your employee's benefits? I can help you make the switch to #OnlineEnrollment! Schedule a call with me to learn more: https://hubs.ly/H0Jfd4d0

Know what to do if you inherit an #IRA from a spouse or someone else. #SECUREAct https://hubs.ly/H0JmC_D0 COMPREHENSIVEBENEFIT.COM IRA Beneficiary Rules Directly From the IRS

Learn four things investors need to know about the market and a special thank you to a 30-year veteran of the financial industry in this week’s Market Signals podcast and our #WeeklyMarketInsights blog: https://hubs.ly/H0JrXHW0 COMPREHENSIVEBENEFIT.COM March Madness—Stock Market Edition

#MotivationMonday

While most market participants have been (rightly) focusing on the sell-off in the Treasury markets this year, U.S. corporate credit markets have sold off as well. #WeeklyMarketInsight https://hubs.ly/H0JQym30 COMPREHENSIVEBENEFIT.COM Corporate Credit Markets Have Sold Off This Year. A Harbinger of Things to Come?

Transferring a #FamilyBusiness—and its ability to create wealth—to the next generation can often be fraught with hurt feelings and potential complications. What can family business owners do now to set the groundwork for a smooth transition? https://hubs.ly/H0JJ3HX0 COMPREHENSIVEBENEFIT.COM How Can You Smooth the Intergenerational Transfer of a Family Business?

#MotivationMonday

Know what to do if you inherit an #IRA from a spouse or someone else. #SECUREAct https://hubs.ly/H0JmC_D0 COMPREHENSIVEBENEFIT.COM IRA Beneficiary Rules Directly From the IRS

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