While you’re planning summer activities, don’t forget to give your retirement plan some attention too. A mid-year review can help you make adjustments while there’s still plenty of time to act before the end of the year.
This month’s planning sessions can help answer questions like:
- Am I maximizing my retirement contributions before the year is over?
- If I’m 50 or older, am I taking advantage of catch-up contributions?
- How can I plan ahead for any major expenses coming later this year?
Every employee has the opportunity to go through comprehensive financial planning sessions and receive a customized financial plan illustrating your goals. If you have a spouse or significant other, they are encouraged and welcome to attend as well.
Advisors from HUB Investment Partners are available to meet virtually to:
- Answer questions about your retirement plan.
- Provide financial advice to help achieve short-term and retirement goals.
- Offer holistic financial planning.
Have you been meaning to change, or begin, your contributions to your retirement account? Visit the Retirement Saving page to get started.