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Focus on Financial Wellness

January 4th, 2023

Financial Wellness Month

January is not just the start of a new year, it’s also Financial Wellness Month. Get financially fit this year by exploring the resources and tools offered by CAPTRUST and Fidelity. Whether you want to pay down debt or save for a big milestone, you have the support you need to achieve your goals.

Start with the Big Picture

Taking stock of your finances helps you know if you’re on the right path for the future. CAPTRUST’s financial advisor services meet you where you are in life and can help you:

  • Create a budget,
  • Choose your investments,
  • Create a financial plan, and
  • Answer questions.

As you check in on your retirement savings, CAPTRUST’s Retirement Blueprint technology will help retirement counselors deliver personalized retirement planning advice. You can be confident in your savings strategy. And remember, in 2023, you can contribute up to $22,500 toward your 401(k). Be sure you are contributing enough to maximize ZOLL’s match.

Get Your Wallet Ready!

Nearly 35% of Americans made a financial New Year’s resolution in 2023. Whether your financial goals are making a budget or preparing for the future, Fidelity is here to help you plan your unique journey.

With workshops and webinars every Monday through Friday, you have access to the resources you need to tailor your plan for you.

What’s on the Horizon?

As you prepare for retirement, it’s important to know what investment options are available to you as you build savings strategies. Fidelity will be there to make sure you’re on the right track, no matter what stage of life you’re in.

  • Age 49: Help build your savings and financial security with small and steady increases to your 401(k) contribution rate.
  • Age 62: You can start claiming your Social Security benefit, but waiting has its benefits – roughly 8% additional monthly income per year for each year you delay (up to age 70).
  • Age 64-65: Understand your Medicare options and get answers to your questions.
  • Age 72: Get ready for required minimum distributions.

January Workshops

January offers many Fidelity and CAPTRUST webinars and workshops to help get you on the right path. Visit the calendar to check out the lineup.