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.