Now is the perfect time to be sure your financial goals are on track
The first Wednesday in October is World Financial Planning Day, a day focused on raising awareness about the importance of financial planning. Whether you are saving for a house or planning for retirement, developing a financial plan will help you achieve your goals.
Here are five key questions to ask yourself:
- What do you want to accomplish?
- Who matters most to you?
- How do you plan to achieve your life’s vision?
- What do you want your legacy to be?
- What concerns do you have?
With open enrollment coming soon, now is a great time to review your portfolio to see if you are on track for retirement. While you’re there, you can also evaluate and update your contributions and My Savings Plan beneficiary if needed. You can text ‘CARE’ to 343-898 to update and review your current beneficiary and make any needed updates. Helpful Hint: Have your beneficiary’s social security number, date of birth, and address ready to enter into the system.
As your need for financial services changes with the season of your life, Fidelity can help you plan. Click here to learn more about how it can support you.