Blog

I’m sometimes accused of repeating myself. I tend to review situations by dissecting the details and reflecting on what went well and what could have been better. I may share different experiences, but my goal is the share my life, business or investment lessons.

The Internal Revenue Service (IRS) has released Rev. Proc. 2022-34, which contains the inflation adjusted amounts for 2023 used to determine whether employer-sponsored coverage is “affordable” for purposes of the Affordable Care Act’s (ACA) employer…

Private Equity has been one of the best performing asset classes over the last 5 and 10 years and, in fact, for decades. Private equity investors do not have to endure the volatility roller coaster ride suffered by public equity investors.

On June 24, 2022, the United States Supreme Court (“the Court”), released its much anticipated decision in Dobbs, State Health officer of the Mississippi Department of Health, et al. v. Jackson Women’s Health Organization, et al.

Employers that sponsor self-insured group health plans, including health reimbursement arrangements (HRAs) should keep in mind the upcoming July 31, 2022 deadline for paying fees that fund the Patient-Centered Outcomes Research Institute (PCORI).

The Fedeli Group, a risk management insurance and employee benefits firm local to the Cleveland area, is happy to announce the acquisition of Aviation Risk Management Associates to form TFG Aviation Risk Management, LLC.

If you are a Plan Sponsor of self-funded or level-funded health plans you have new administrative requirements starting on July 1, 2022.

In Rev. Proc. 2022-24, the IRS released the inflation adjusted amounts for 2023 relevant to Health Savings Accounts (HSAs) and high deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.

By nature, I am not a balanced person; many of us are not. If I didn’t try to work on balance, I’d work around the clock, eat candy and snack all the time. Balance is not something that comes easily to me. So, I must work on it daily.

You can’t be everything to everyone. Competing in business, you choose an approach, so to speak. Do you offer the most value at the best price in the market?