Make Financial Moves in 2018

This article was originally published in the April 2018 issue of Hark!

Check up on your finances periodically to make the most progress. Consider the following:

  1. Take the EY Financial Wellness Assessment at https://wespath.eyfpc.com.
  2. Log on to Benefits Access and review your LifeStage Personal Investment Profile to ensure it’s appropriate. Or, if you self-manage your investments, review your investment strategy and rebalance, if necessary. Want help? Call EY at 1-800-360-2539.
  3. Set your goals for savings (e.g., retirement contributions, children's education fund or home down payment) and debt repayment (e.g., student, mortgage, personal or car loans). Be specific with your commitment amount and write your plan down. Contact EY for help.
  4. Review your credit report to ensure accuracy. A low score can increase your costs for credit and insurance, and can even impact your employability. Recent data breaches emphasize the importance of staying informed. You’re entitled to one free report annually from each bureau—order online from annualcreditreport.com. Choose one of the three to check each quarter.

Learn more at Wespath.org/Makemoves.

 
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