Need help with a Family Business?
Operating "a family business" is a classic American dream, the likes of which rival home-ownership, white- picket fences, and freedom of...
top of page
Mike Monroe
Feb 20, 20223 min read
Association Health Plans (AHPs) - What and Why?
Associations have the ability to offer unique health insurance programs (AHPs) to their members that provide deep value and better...
Mike Monroe
Feb 19, 20223 min read
Financial Coach, Advisor or Planner?
Financial Coaches help clients with decision making around a broad set of financial issues . A financial coach's work will include...
Mike Monroe
Feb 8, 20221 min read
MEP 401(k) Value Proposition
Early in my professional career, I had the opportunity (and responsibility) of choosing and managing a 401k program for several...
Mike Monroe
Feb 7, 20223 min read
Level Funded Health Insurance Programs
Traditionally, employers have utilized two options for providing health insurance benefits: 1) Fully-funded solutions: employers pay...
Mike Monroe
Feb 7, 20224 min read
Washington Long-Term Care Act
In 2019, Washington became the first state in the nation to create a public, state-run long-term care insurance program. Under the...
Anchor 1
bottom of page