Author: Tony Novak
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Increase in calls from online searches
I’ve noticed an increase in the number of business inquires this past week coming as a result of online searches, mostly Google. I hope this is the beginning of a trend. Three calls yesterday were especially interesting: Avoid high pressure sales A sales manager in Pennsylvania called for advice about health insurance. We was dismayed…
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Third Party Claim Validation for Uninsured Health Plans
Services for small businesses are changing for 2017 Plans for 2017: I am offering set-up of Health Reimbursement Arrangements (HRA) for employer paid and Flexible Spending Account (FSA) for employee paid health plan setup for qualifying businesses and offering claim administration at approximately $100 per employee per year. Setup takes 24-48 hours after I have all…
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Chase Bank is not affiliated with Freedom Benefits
I am responding to a telephone caller who presumed that my trademarked business name Freedom Benefits was associated with a credit card program apparently offered by Chase Bank. Over the years I’ve received a number of calls from consumers and even one from the FBI years ago investigating consumer reports of someone using the name in an…
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Stock market correction in 2017 or 2018
If history is our guide, then the stock market is due for a major drop in the near future. We know that the history of the market has been periods of rising prices followed by periods of falling prices. This current rising market extends longer than most. The bond market looks even more ominous. If…
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Trump launches fleecing of taxpayers
Yesterday president-elect Trump helped orchestrate a fleecing of U.S. taxpayers in a deal that grants a financial windfall to the large multi-national corporation United Technologies. The amazing thing is the action was couched as some type of patriotic act by the president-elect. I even saw some deplorable on social media taunting Trump critics calling this as a “win” for Trump. I can…
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Planning for repeal of Obamacare
PLAN NOW TO BENEFT FROM THE REPEAL OF THE AFFORDABLE CARE ACT Obamacare is still the law of the land as we end 2016. We all agree that health care law will change in 2017 but we do not know specifically how or when. Leading Republicans say that the repeal of the Affordable Care Act…
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Three things that would make today a success
I read an online article about a successful executive who had the daily habit each morning of writing himself a note on the topic ‘three things that will make today a success’ and carrying that note in his pocket throughout the day. It sounds like a great idea. I tried a similar version by putting…
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Rules for Tax Season
I know that I can limit stress to a manageable level and provide a better service to my clients this coming tax season if I follow a few simple rules: Filter out price-sensitive people. Don’t engage with any person who asks about price in the first two sentences of their approach. For example, an acceptable approach would be:…
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Attack on our two basic freedoms
Ordinary Americans rely more on two basic freedoms than any other. The recent attacks on these two basic freedoms scares me more than anything else in these tumultuous times. By ‘attacks’, I don’t mean that we are at risk of losing these rights. Rather, I mean that our crucial rights are most vulnerable when we…