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November 11th 2024

Employee Newsletter: Complete Financial Checklist

Regularly reviewing finances is essential. As a retirement plan sponsor, encourage your employees to use an annual financial checklist. Get their families involved for added benefits. Making small adjustments yearly can boost confidence and financial well-being.

Empower your employees to take small steps that can make a huge impact, reinforcing that proactive annual adjustments promote confidence and well-being for their financial futures.

Greenspring Advisors-Complete Financial Checklist-EE Newsletter

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Greenspring Advisors

www.greenspringadvisors.com

One West Pennsylvania Avenue, Suite 500

Towson, Maryland 21204 | 443-564-4600

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements; you should consult your attorney or tax advisor for guidance on your specific situation.

©401(k) Marketing, LLC.  All rights reserved. Proprietary and confidential.  Do not copy or distribute outside original intent.

Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.

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