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Stay Financially Fit with Regular Checkups

August 2nd, 2022

Regular checkups are the key to staying healthy—physically and financially. Everyone has different financial goals, and you need a trusted advisor to make sure you’re on the right track. Whether you’re paying off debt, figuring out a monthly budget, or planning for retirement, having a financial plan helps you achieve your goals and feel less stressed.

Where to Go for Your Financial Checkup

Fidelity Investments, your 401(k) savings plan administrator, gives you access to free financial help. You have resources like planning tools and calculators at your fingertips, as well as workshops and expert phone support, to help you put a financial plan in place and stay on the right path. Call Fidelity Investments at 800-835-5095 for a free financial consultation.

Watch Alyson’s Spotlight in August to hear a few tips from Fidelity.

You can also attend a Fidelity Web Workshop for free advice and tips regarding saving, investing for retirement and managing your money.

Get Your Financial Plan Started

If you haven’t created a financial plan yet, now is the perfect time to do it!

  1. Go to netbenefits.com and take the Financial Wellness Checkup. In just 10 minutes, you’ll get a summary of your financial strengths, and suggestions for next steps to help improve your score—and improve your overall financial wellness.
  2. Visit the “Plan” tab on NetBenefits to set goals, create scenarios with the contribution calculator, and track your progress.
  3. Talk to a registered Fidelity Phone Representative to get started and for help to stay on track with your goals.

Are You on Track for Retirement?

Whether you’re age 25 or 55, preparing for retirement is important. CAPTRUST can help you build your financial blueprint taking into account where you are now and your goals for retirement. Get started today with a CAPTRUST Financial Advisor.

CAPTRUST is hosting a webinar on August 17 at 1:00 – 2:00 EDT on Retirement Readiness. Learn about Social Security benefits, healthcare planning with Medicare, creating income in retirement, and asset allocation strategies.

Tips to Manage Your Budget During Inflation

With increasing prices, here are simple tips that can help you effectively manage your finances.

  • Be intentional with your spending.
    Track where your dollars are going.

  • Avoid spending what you don’t have.
    Don’t rely on credit cards to pay for things outside your budget, if possible. If you’re having a financial emergency, explore your options. <link to flyer>

  • Check your budget at least once per month.
    A budget isn’t a one-time activity. Review it frequently until it works for you.

  • Change your plan if it’s not working.
    Don’t be afraid to make adjustments as you go.

  • Keep saving for retirement.
    Take advantage of ZOLL’s 401(k) savings plan matching contribution and compound interest to save for the future.

Fidelity Managing Your Budget During Times of Inflation Flyer