Posts by Sarah Rothenberg

A man and a woman reviewing Medicare Advantage Plans

Wading through all of the insurance plans out there can be overwhelming. Have you seen the Joe Namath commercials yet where he hypes up all the benefits of Medicare Advantage? With so many options, Medicare Advantage is a phrase you hear more often than the rest. Mainly because of how it’s funded.   What is Medicare…

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Close up of a man's hands who is dressed in a business suit. His hand has stopped a line of falling blocks from hitting the rest of the blocks still standing.

As we try to bestow good tidings and wishes onto 2021, we must also weather the aftershocks of 2020 which include a very prevalent global pandemic. According to an article by Pew Trusts, many states are facing budgetary shortfalls due to a loss in revenues coupled with the increasing demand for public health and other…

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2020 OPEB Trend Report

Our OPEB experts gathered the data and crunched the numbers to bring you our annual year-end OPEB Trend Report. The latests trends include insights on OPEB funding, municipal bond rates and GASB 74/75 discount rates. Download the report to discover the latest OPEB trends. Learn more about the Odyssey Advisors team.

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Jack Mitchell is a motivational speaker, a second-generation owner of a family clothing business, Mitchells Family of Stores, and the author of Hug Your Customers—a NY Times best seller that details philosophies that may be implemented in settings well beyond retail businesses. Here are our key takeaways from Hug Your Customers: Know Your Customers The…

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In recent years workforces have become increasingly transient. One unintended consequence is that when employees leave their jobs, many also leave benefits behind. Years later these benefits may be difficult to find, or employees may not even know that such benefits are owed. Steps to Finding Your 401(k) and Pension Plans 1. Locate your old…

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