Your employer-sponsored benefits play a vital role in your overall financial strategy. It’s important to periodically evaluate how these benefits contribute to your long-term financial goals. 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.

Regardless of the circumstances, it is crucial to understand the full extent of the benefits available to you and how they can be integrated into your long-term financial strategy. We can offer insights to help you make informed decisions. To guide your evaluation, we have prepared a checklist that highlights 17 essential considerations for a comprehensive review of your employer-provided benefits:

Considerations for Employer-Provided Benefits

While checklists and flowcharts can help you identify different opportunities, we are always available to meet with you to discuss your financial needs and goals, and to help identify what the best opportunities are for you.

This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Windward is an SEC registered investment adviser. The Firm may only provide services in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Windward’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.