Financial… having what you need, so you can do what you want

Financial… having what you need, so you can do what you want

Financial… having what you need, so you can do what you want

Financial well-being means something different to everyone. We all start at different points, set different goals, and save for the future differently. Feeling financially secure is empowering. Building financial security is also more than just saving for retirement. By using the resources available, you can create a plan that works for you now and helps you achieve your long-term goals without giving up the things you love. It’s your money, your dream, your security.

Small goals, big gains

What are you saving for? Each of us has different goals and financial needs. Some of us may be saving for a big vacation, to buy a home, or simply trying to reduce debt. While others may be working to pay for college or to have a bigger nest egg for retirement. Whatever your personal goals are, it can often feel hard to meet current financial obligations (day-to-day expenses) while also saving for the future. Setting “micro goals”, small steps that help you achieve larger goals, can often make a big impact over time. For example, if your daily routine is to buy a coffee from your local barista, you can save a little extra cash each week by making a cup of your favorite roast at home some days.

Our resources to support your goals

Want to take steps to improve your financial well-being? Wolters Kluwer is here to help by providing:

  • Wolters Kluwer 401k Plan to help you save for retirement
  • Financial advisors offered through the EAP to help you navigate your financial situation and plan for the future
  • Fidelity Planning & Guidance Center to help you set a goal and determine an investment strategy to work towards it
  • Fidelity Budget Check-up to see how your budget is doing against your goals

We’re investing in you… invest in yourself too

You’re on your own well-being journey and learning along the way. Give yourself credit for all the progress you’ve made and continue to challenge yourself to invest in your skills, health, and well-being. Investing in yourself empowers you to succeed in the future, and whether you want to gain insight into your thought patterns through meQuilibrium or further develop your professional or personal skills with LinkedIn Learning, you have resources to grow your body and mind.