Financial wellness checklist

We all need a plan to ensure our finances are in order. The following tips can help you get started with yours.

Save as much as you can.

Rethink your priorities and only buy what you really need.

Build an emergency fund.

Aim for at least three months of income in a liquid savings or money market account.

Make a budget.

Get a realistic picture of your income and see where you can trim expenses.

Think long-term.

It's never too early to plan for retirement or college expenses. The sooner you start, the more time your money will have to grow.

Get insured.

The best way to protect your family should something happen to you is with insurance.

Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY, NY), Equitable Financial Life Insurance Company of America, an AZ stock company with main administrative headquarters in Jersey City, NJ, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN).

GE-3219485 (08/2020) (Exp. 08/2022)