COPIC Financial Service Group's Newsletter

2022 Archive

Issue 65 May 2022: Power of Attorney documents • Disability Insurance: Income Protection for Key Employees • Colorado Auto-IRA Program updates
Issue 64 February 2022: Focusing on Clients' Needs • Cyber Vulnerability • Choosing the Right Financial Planner • Factors Behind Increase in Health Insurance

2021 Archive

Issue 63 November 2021: Protecting Your Future Insurability • Designing Wealth-Generating Retirement Plans • Coverage for Employee Lawsuits
Issue 62 May 2021: Benefits of Umbrella Policies • Government Covered COBRA Premiums • Mandatory Auto-IRA Program • Email Fraud
Issue 61 February 2021: Review Your Data Breach Insurance • SIMPLE IRA or 401(k) • 2021 IRA and Retirement Plan Limits Explained

2020 Archive

Issue 60 November 2020: Coronavirus and Stock Market Concerns • Workers' Compensation Insurance • Designing Your Retirement Plan
Issue 59 August 2020: Minimizing Business Re-opening Risks • Retirement Plan to Meet your Goals • Planning Ahead for Life Insurance Proceeds • COPIC FSG's Collaboration with Delta Dental of Colorado • Impact of Natural Disasters
Issue 58 April 2020: We Are Here for You • 401k Update: COVID-19 + Human Resources• Stay Diligent: Cyber Concerns• FAQs About Insurance Coverage During COVID-19• Global Markets After the Crisis
Issue 57 February 2020: Know Your Numbers: 401(k) Contribution and Catch-up Limits Increasing in 2020 • Don't Let 2020 Be a Hindsight Problem: Make Sure You Have Enough Data Breach Insurance Today! • Understanding IRAs • Group Dental Plans Available for Colorado Medical Society Members Through Delta Dental • Are You Thinking About Market Timing? Think Twice.

2019 Archive

Issue 56 November 2019: Colorado Dental Association and Colorado Medical Society Announce New Member Benefits • COPIC Financial Service Group Welcomes Brad Radochonski • What's the Ideal Annual Withdrawal Rate? • Take Advantage of a Complete Insurance Review • Can I Refinance My Student Loans?
Issue 55 August 2019: How to Save for Retirement and a Child's Education at the Same Time • The Business Benefit of EAPs • Understanding Long-Term Care Riders and Options • 2019 Health Care Data Breach Update
Issue 53 May 2019: Does Your Office have Temperature Reliant Drugs, Vaccines, or Injectables? • Caregiving Stressors and Solutions • Does Your Practice Offer Life and Disability Insurance as a Group Benefit? • 5 Financial Mistakes and How to Avoid Them
Issue 52 February 2019: 6 Tips for Handling Market Volatility • New Report Shows Trends for Cost of Health Insurance in Colorado • What Every Woman Should Know About Long-Term Care • When was the Last Time You Reviewed Your BOP and WC Policies?

2018 Archive

Issue 51 November 2018: Welcome John Hood • PEOs: 5 Areas to Ease Administrative/Compliance Burdens • 4 Tips for Long-Term Care Planning • A New Way to Manage Workers' Compensation Billing • Using Life Insurance Riders to Pay for Long-Term Care
Issue 50 August 2018: Best Wishes to Sue Swanson • Life and Disability Insurance for Vital Employees • Minimize the Impact of a Natural Disaster • Get in the Know: Flood Insurance • Saving and Investing Wisely for Retirement • Health Insurance Carriers Offering Tobacco Cessation Programs
Issue 49 May 2018: Social Engineering Fraud: Hackers Target Business Emails • Delta Dental's Right Start 4 Kids • How to Build an Emergency Fund and Long-Term Security • 529 Plans Can Ease Tax Burdens • Self-Funded Versus Fully-Insured Health Plans
Issue 48 February 2018: Farewell to Andrea, and Welcome Aboard, John • 5 Ways the New Tax Law Will Impact Financial Planning • Workplace Activities Continue to Make Headlines • Changing Jobs? Know Your 401(k) Options • IRS Sets 2018 HSA Contribution Limits

2017 Archive

Issue 47 November 2017: HSAs: What They ARE and What They are NOT • Data Breaches in the Headlines • 3 Financial Tips for Unmarried Couples • The Potential Power of Indexed Universal Life Insurance • The Ups and Downs of Health Insurance • End-of-Year Insurance Review
Issue 46 August 2017: 6 Tips for Data Breach Coverage • A Prescription for Financial Health • 2018 Insurance Plan Filings in Colorado • Q&A: Traditional 401(k) Rollover to a Roth IRA • October is National Cyber Security Awareness Month
Issue 45 May 2017: 6 Steps for Spring Cleaning Your Finances • Two Ways to Protect Your Home from Wildfires • Know the Benefits of Tax-Advantaged and 529 Savings Vehicles • Overview of the Status of the ACA and AHCA • Renewing Your Lease: What to Know
Issue 44 February 2017: IRS Extends Due Dates for ACA Information Reporting • 401(k) Fiduciary Liability • Employment Practices Liability Insurance • Active Portfolio Management

2016 Archive

2015 Archive

2014 Archive

2013 Archive

2012 Archive

2011 Archive

2010 Archive

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