“We’ve been having meaningful impact on our employees and employers that we work with, and so they recognized that as a positive,” Jamie Greenleaf, Lead Advisor and Principal with retirement planning powerhouse Cafaro Greenleaf, says about being named the 2019 Top Advisor By Participant Outcomes (TAPO). Here she describes Health Savings Accounts (HSA), and how she’s making them work for her clients and her business.
Related Posts
Americans Spend More on Streaming Services Than Retirement
Close to half of respondents in a First Merchants Bank study listed streaming as a spending priority
What Medicare and Medicaid Could Look Like Under Dr. Oz
President-elect Donald Trump on Tuesday nominated the former TV show host to lead the Centers for Medicare and Medicaid Services
GreenPath 401k Debuts as ‘First Fully Vetted and Transparent’ Retirement Plan for Legal Cannabis Industry
Green Leaf Business Solutions taps First Citizens Bank as Custodian to bring top-tier 401(k) plans to legal cannabis operators
Manulife Taps Phil Witherington as CEO
Roy Gori will stay on as an advisor at Manulife after retirement to support the transition