Maximizing Employee Benefits

As an employee, you may be eligible for a range of benefits offered by your company. These benefits may include health insurance, 401(k) matching, HSAs, and more. However, it can be confusing to know whether you are making the most of these benefits or simply wasting your money.

In this episode, Mark Hume shares valuable tips and cautions to help you navigate your company benefits. He explains how to take advantage of the opportunities available to you, such as maximizing your 401(k) matching, and highlights some things to be cautious of, such as avoiding unnecessary insurance coverage. By following these tips and being aware of the potential pitfalls, you can ensure that you are making the most of your company benefits.


Mark Hume, CFP®
Senior Vice President
Wealth Consultant
Email Mark Hume here

Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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