Jason Feldman, Wealth Management Advisor, Barnum Financial Group

The Back-to-Basics series, presented by Barnum, is designed to answer those questions that are on everyone's mind. When searching for health insurance, it is essential to consider various factors to help you choose the best policy.
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It may not be best to immediately start pulling money from your retirement accounts as you exit the workforce. Let’s talk through a qualified longevity annuity contract (QLAC) that can help delay withdrawals and associated tax payments and plan for a long retirement. https://www.massmutual.com/financial-wellness/calculators/retirement-calculator.

: Communication during a crisis is critical to keep the business on track. Let employees know what's going on or they’ll write the story themselves.

You have an opportunity to leave a legacy. Let’s talk about what you want it to be.

: Actions speak louder than words. Monitor how employees are using their benefits (or not) to see if it’s time to reevaluate what you offer.