Investor Minute

Benefit election time is coming! Let’s prep so you can confidently make decisions.

During August, we want to set you up for a successful benefit election period. Your employer-provided benefits are an important part of your financial plan, and we can maximize their effectiveness.

Perhaps you…

Want to make sure your employer-provided retirement plan is optimized for your risk tolerance, goals, and diversification needs;
Are curious about the effects of adding your spouse or dependents to your employer-sponsored medical insurance;
Need to review your employer-sponsored disability insurance to ensure you’ve funded your emergency reserves to cover your elimination period.

Whatever the case, it is important to understand the scope of your benefits and how they can (and should) coordinate with your long-term financial plan. Certainly, we can offer you the insight that empowers you to make confident decisions.

To facilitate a productive discussion, we have a checklist that outlines 17 considerations that are fundamental to an employer-provided benefits review. Click here to access the Employee Benefits Review checklist.

While the checklist can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals and to identify what the best opportunities are for you.

Please contact us today to schedule a time to discuss your employer-provided benefits further, or schedule a time with us by clicking this link.