Summer is the perfect season to take time for a mid-year financial checkup. To keep your budget and your short-term and long-term goals on track, take advantage of LII’s resources. Our financial wellness programs can help you with a variety of needs—growing your retirement nest egg, navigating a fluctuating economy, saving for future education expenses, building a budget that works for you, and more.
Free Financial Consultations with the Employee Assistance Program (EAP)
LII’s EAP offers 24/7 support for a range of personal concerns, and also offers free financial resources, including phone consultations with an experienced Money Coach. To help you get in good financial shape, your Money Coach provides confidential, unbiased guidance for every-day concerns such as:
- debt and credit,
- spending and saving,
- maternity leave,
- large purchases, and
- caring for parents.
Get Retirement Ready
Are you saving enough for your future? LII’s 401(k) partner, Fidelity, can help!
- With their budget checkup tool, you can take stock of your personal budget and learn simple shifts you can make to manage your finances and meet your goals.
- While you’re checking on your budget, take some time for good account hygiene and review your 401(k).
- Remember, LII matches a portion of your contributions, so take advantage of free money to boost your savings. The LII Match Maximizer can help you decide how much to contribute to your 401(k) to help you maximize your retirement savings.