Employer-Provided Benefits
Are you making the most of your employer-sponsored benefits? 401(k), HSA, FSA, life and disability insurance, etc.
Your employer-sponsored benefits are more than just perks—they’re an essential part of your financial strategy. But are you taking full advantage of them?
It’s worth asking:
Retirement Plan: Is your contribution level and investment mix aligned with your goals and risk tolerance?
Health Insurance: Do changes in your family—such as a spouse or new dependents—mean it’s time to adjust your coverage?
Disability Coverage: Do you have enough emergency savings to bridge the elimination period before benefits begin?
Regularly reviewing your benefits ensures they stay in sync with your evolving financial goals. Beyond any single benefit, it’s about how they work together to support your long-term strategy.
To help, we’ve created a checklist that highlights the most important areas to review. With the right guidance, these benefits can become powerful building blocks for your financial security.
Download our Employer-Provided Benefits Guide here.
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.
Want to learn more about private wealth planning?
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.