What it Means to Be in the Financial Front Seat

KentuckyOne Health

When it comes to your financial life's journey, do you see yourself in the front seat, back seat … or perhaps a kid's car seat?

We believe it's critical that everyone is in the front seat when it comes to your financial wellness journey.

You don't have to be in the driver's seat; you don't have to become a financial expert. It's perfectly okay to let someone else take the lead, or to work with a financial professional for help. But, it's vital that you understand:

  • What you own—including your 401(k), or 403(b), your IRA, other savings, and real estate.
  • What you owe—your mortgage, student loans, credit card debt, etc.
  • What you financial goals are—whether it's a new home, retirement, college, or any other goal.

While this knowledge is important for everyone, it's particularly important for women. Studies show as many as 90 percent of women may be solely responsible for their finances at some point in their lives, and they live longer than men; 80 percent of people who live to 100 or older are women.

It's important to build comfort with financial planning and investing long before it becomes a necessity due to a major life event. We're here to help. Together, let's plan and build savings for a future in which you can support the continued well-being of you and your family. It's one of the ways CHI supports you to be your best, not just at work, but in life.

To get started, visit Fidelity's new “Front Seat” website at Fidelity.com/FrontSeat, or to schedule a one-on-one financial check up with a Fidelity Retirement Planner, call 888.766.6813.