Get The Most From Your Benefits

PDF: News Letter 2018-10-05

Devising a financial plan to help you reach your long-term goals is personal, and your spending, saving, and investing behavior has a big effect on your success. However, the benefits you are entitled to from your employer and the government also play a role.

October is a key month for their role in your financial plan. It’s enrolment time for employer health benefits, it’s the kick-off for federal student aid applications, and this year, it’s a lead-in to an election that could affect your Social Security benefits. Knowing what your options are, and thinking carefully about your short-term and long-term needs can help you to make the most of these programs.

Don’t leave any money on the table – take advantage of all the benefits you can, for yourself and your family.

Please feel free to share these articles with your family and friends, they are excellent conversation starters.