Your annual financial wellness check-up

Like your health, your finances are always changing and should be monitored regularly. As you start a new year, this is a great time to review your financial wellness goals. Below are some of the ways your Alerus advisor can help ensure you’re on track.

• Retirement planning
• • Retirement readiness – are you on track?
  • Budgeting for optimal contributions
  • Reviewing investment elections
  • Medicare and Social Security considerations
  • Beneficiary designations
  • Current market commentary
• Debt management
• Setting up or reviewing financial goals
• Budgeting and emergency savings

Set up your complimentary financial wellness check-up meeting.

Connect with an Alerus team member