October is open enrollment time at work. Taking advantage of your company benefits is important. That’s because your work plan can be your strongest option for many financial services. A normal menu provides:
- Health insurance
- Vision and dental insurance
- Life insurance
- Disability insurance (for more tips on disability insurance)
- Accounts to save on taxes for medical costs
- Retirement plans
All important stuff that deserves a review.
This Morningstar article lays out a strong eight point Checklist you can follow during open enrollment.
Set some time aside this weekend to make sure you’re choosing the right employer benefits.
And while you’re at it, why not review your paystub with the help of this post from our team at Heritage? In Four Reasons to Double-Check Your Pay Stub Now, our Director of Financial Planning shares why and how you should check your paystub to make sure there are no retirement plan contribution mistakes.
Here’s a complete wealth management checklist you can use to give yourself a financial check-up beyond your work benefits during open enrollment and your paystub review.