Workplace Finances

Do you have an employer sponsored pension program?
Retirement Plans
Do you have an employer-sponsored 401(k), or equivalent, retirement plan?
Retirement Plans
Do you have employer-sponsored healthcare coverage?
Employee Benefits
Do you plan on maxing out your 401(k) this year?
Retirement Plans
Does your employer match your 401(k) contributions?
Retirement Plans
Does your employer offer a life insurance benefit?
Employee Benefits
Does your employer offer short and long term disability insurance?
Employee Benefits
How frequently do you get paid?
Paycheck Planning
How many weeks of vacation or personal time do you have?
Employee Benefits
How much of your income comes from incentive-based pay such as tips, commission or bonuses?
Paycheck Planning
How well-tuned are your personal allowances on your W-4 form?
Paycheck Planning