Retirement Planning Resources
We’re committed to helping our team members successfully meet their financial wellbeing goals. Take advantage of these retirement planning resources to make the most of your financial wellbeing experience, including saving for retirement.
Meet with a Lincoln Financial Consultant
Paige Leonard is our Lincoln Financial Consultant. She can answer questions on how to maximize your 403(b) plan to meet your financial health goals or help facilitate a rollover from another plan. Make an appointment by calling 919‐760‐9771 or visiting lfg.com/tidelandshealthschedule.
Use Lincoln WellnessPATH®
Lincoln WellnessPATH provides tools and personalized steps to manage your financial life. Use it to focus on your short‐ and long‐term goals, such as creating a budget, paying down debt, saving for retirement or providing protection for your loved ones.
A quick look at your dashboard tells you if you’re on target to meet your goals. And, you can securely link the information from your financial accounts to easily monitor your progress across cash flow, spending and saving. Additional resources include more tools, calculators and education to help you learn how to improve your financial well‐being.
It’s easy to get started:
- Log in to LincolnFinancial.com/WellnessPATH.
- On the account summary page, go to the Financial Wellness tab.
- Select the Find Your Path button.
Engage with a CAPTRUST Financial Advisor
Financial health is an essential part of your overall wellness. You can achieve it with help from CAPTRUST, which provides individual, unbiased investment advice and help with retirement plan investment decisions. Create a financial blueprint at no cost to you — it’s all part of your retirement benefits package.
Please call CAPTRUST at 800‐967‐9948 to schedule your financial blueprint appointment.