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  • OUR PARTNERS
  • HOW WE WORK
    • What Makes GenFi Unique?
    • How Does GenFi Get Paid?
    • The GenFi Process
  • PHYSICIANS
    • Why Physicians Choose Us
    • Organizations We Work With
    • Independent Contractor Physicians
    • Residents & Fellows
    • Attending Physicians
    • 50+ Physicians
    • Disability Insurance
  • PROFESSIONALS
    • C-Suite Professionals
    • Young Professionals
    • Business Owners
    • Female Professionals
  • RESOURCES
    • GenFi TV
    • Interview Series
    • Books We Love
    • Blog
    • Login to Schwab
    • Login to RightCapital
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Author: Matthew Pisera

Open Enrollment Isn’t a Chore. It’s a Decision.

A guide to making open enrollment work for you with a picture of a checklist and a stethoscope.

Open enrollment isn’t really just a benefits task, it’s actually a financial planning conversation, and it’s one of the highest-leverage 30 minutes you’ll spend on your finances all year.

What to Actually Do with that Old 401(k) You Keep Ignoring

Put to work the 401(k) you keep ignoring blog graphic

A quick guide for anyone who’s changed jobs and left a retirement account behind.

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