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Make smarter financial decisions by considering

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all your benefits and savings together.

Answer 4 quick questions to see where you stack up.

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Exploring all of your financial choices together

Two arrows interacting to form a circle. Text above says Workplace Benefits. Text below says Retirement Savings

Most of the time

Some of the time

Never

Question 1

During open enrollment each year, I dedicate time to learn about all of my options and evaluate what I need.

Most of the time

Some of the time

Never

Question 2

When deciding what benefits to choose, I also think about how much I’ll save for retirement at the same time.

Most of the time

Some of the time

Never

Question 3

I have emergency savings that I can use for unexpected expenses, so I don’t have to take on debt or pull from my retirement account.

Most of the time

Some of the time

Never

Question 4

I take advantage of extra benefits, like a Health Savings Account (HSA), accident insurance, critical illness insurance, etc.

decorative illustration of a medical bag

Your results

Well done. Don't stop here.

You're doing a great job thinking through your benefits. Ready to learn more? Here are some resources to help you keep going in the right direction.

Check out a quick read on 5 HSA benefits you may not know about

Learn about the types of insurance you need at every lifestage

Watch a video on how to manage healthcare costs in retirement

Get our checklist for 10 steps to strengthen your financial preparedness

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Your results

Keep up the good work.

Your benefits and savings are moving in the right direction. Check out these resources to learn how to maximize your benefits and savings choices.

How much do you need to retire? Find out in 60 seconds

Watch a video to find out how much should be in your emergency fund

Learn how an HSA can enhance your retirement nest egg

Get our guide for the types of insurance you need in your 20s, 30s and 40s

Retake Assessment

Your results

Let's get you started.

Good news. You're in the right place. We have great resources to help maximize your benefits and savings choices.

Can you save more? 5 Tips to help you get started

Get our guide on the different types of insurance and protection

Watch our video on the benefits of HSAs

Find out how to start your emergency savings fund

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