The end of the year is drawing near which may mean you have some extra money to spend. No, you didn’t read that wrong. Many Americans have money in their Flexible Savings Accounts (FSAs) that they need to use up before the end of the year. FSAs provide the benefit of putting pre-tax money aside…
We had a wonderful time celebrating our clients and their families at our annual Client Appreciation event! The SevenHills Cleveland team and our amazing guests cruised on a Mississippi riverboat and Silly Miss Tilly entertained the kids with balloon animals and other fun games. A good time was had by all!!
We are pleased to announce that in back to back years, our own Tony Black received enough votes and support to be acknowledged as a 2019 NAPA Top Retirement Plan Advisor under the age of 40! The article below highlights that over 500 advisors nationwide were nominated, and Tony was selected to the Top 100. …
We have entered Open Enrollment season and that means you and everyone in your office are probably reading through enrollment guides and trying to decipher it all. As you begin your research into which plan to choose or even how much to contribute to your Health Savings Account (HSA), consider evaluating how you used your…
SevenHills Cleveland’s Chris Schneeman attended the Million Dollar Round Table (MDRT) “Top of the Table” conference in Kauai, HI this week. A highlight of the event was meeting Dr. Rick Rigsby and hearing him deliver a powerful message about living a life that “makes an impact, not just an impression.” We at SevenHills Cleveland want…
When will the new Form W-4 be released? In 2020, according to a press release published by the Treasury Department on September 20, 2018. The department announced that the IRS will implement a redesigned W-4 form for tax year 2020, a timeline that will allow for continued work to refine the new approach for the…
Did you know that subscribing to discount drug programs can save you BIG time and money? Watch this video to find out more!
When a local restaurant was on the brink of closing, one manager tried a new approach in an attempt to save the day. Click the link below to read the article and learn how! Hell’s Kitchen Lesson to Learn
The recent barrage of letters sent by the IRS proposing penalties under the Affordable Care Act (ACA) may be petering out, but a new round is expected later this year. Employers need to be prepared. Several lessons can be learned from the more than 300,000 proposed-penalty letters sent by the IRS this summer and late…
As the costs of health care soar, many consumers are looking for ways to control their medical spending. Also, with the rise of enrollment in high deductible health plans, consumers are paying for more health care out-of-pocket. From medical savings accounts to discount plans for prescriptions, patients are growing increasingly conscious of prices for their…