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Financial Wellness

Get started with your financial wellness benefit offered by your employer.

Get to know your Ayco benefit

Ayco provides professional financial planning support to help with your day-to-day and long-term goals.

Explore the digital resources and one-on-one coaching available to you at no cost!

Ready to get started? 

How we can help

Through your employer, you have access to Ayco’s financial coaches and digital platform to guide you in core financial areas—helping you to plan for life events and reach your goals.

Financial basics

  • Create a budget
  • Save for a major purchase
  • Pay off credit card and student loan debt
  • Build an emergency fund

 

Retirement and life events

  • Set and prioritize financial goals like buying a home or funding education
  • Review 401(k) saving strategies

Insurance

  • Decide how much life insurance makes sense
  • Identify other types of insurance that may help, such as excess liability (umbrella) coverage and policies for disability and long-term care

Employee benefits

  • Understand the benefits available through your employer and how they work together
  • Review healthcare coverage options, Flexible Spending Accounts and Health Savings Accounts
  • Consider employer-sponsored insurance plans

Investing

  • Learn investment principles, including risk, return and types of investments
  • Build and diversify a portfolio
  • Make the most of tax-advantaged accounts for retirement and college savings

Tax planning

  • Learn tax basics, including taxable income, adjustments, deductions and credits
  • Consider opportunities to lower your tax bill and improve tax efficiency

Complete your financial assessment and unlock your checklist

In less than 10 minutes, understand your financial situation and access your checklist to start improving your financial well-being.

Get personal guidance from a
financial coach

From everyday financial decisions to seeing the big picture—we're here to help.

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Connect your accounts for a holistic view of your finances

Receive personalized reports on topics such as education planning, cash flow and disability income.

Move seamlessly from education to action

Utilize Ayco Marketplace to implement solutions for your checklist items from a carefully curated library of products and services.

Meet your financial coaches

Personal finance decisions can be complicated—but you don’t have to go it alone. Our professional financial coaches are helping people from all walks of life every day. Don’t trust something so important to an internet search—get professional guidance at no cost to you!  Hear them explain what they can do for you in their own words.

 

Ready to start working with a coach? Log in to Ayco’s digital platform.  

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