Financial Focus

Financial Focus

COPIC Financial Service Group's newsletter that covers timely topics about business and personal insurance as well as financial services.

• Latest Issue ↓

• 2023 Archive

  Issue 71 November 2023

  Saving for Retirement • Planning for Open Enrollment • Retirement Plan Early Withdrawal Cost • Betterments Explained

  Issue 70 August 2023

  529 Saving Plans • Group Dental Plans • Colorado Auto-IRA or Build Your own • Phishing, Vishing, and Smishing

  Issue 69 May 2023

  What Is Zero-Trust Architecture? • A Look into the Recent Bank Failures • Would Your Business Benefit from a PEO Model?

  Issue 68 February 2023

  New Director Named to COPIC Financial Service Group • Educate Your Workforce About Benefit Offerings • Changes in 2023 to Required Minimum Distributions

• 2022 Archive

  Issue 67 November 2022

  Your Path to Retirement • Frequently Overlooked Business Liability Risks • Affordable Group Dental Plans • Student Loan Forgiveness 

  Issue 66 August 2022

  Business Benefit from Outsourcing HR Services • Managing Investments During Turbulent Times • The Intersection of Health Care and Ransomware Attacks

  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?