September 24, 2018
As we enter the season of Fall and the 2018 calendar year begins to wind down, now is a good time to take a look at your finances. What financial goals did you set for 2018? Are you currently on track to meet them?
A good place to start it to examine your current workplace benefits (see article below). Are you utilizing the benefits to the fullest? Do understand all the benefits?
Sometimes your benefits can be confusing. If you would like assistance in reviewing your benefits and/or taking a look at your current finances, please contact our office. Our financial planners would be able to sit down with you to review any questions you may have and it’s all complimentary.
Attached is an article from Forbes Magazine that may help you to further understand your workplace benefits.