Getting a great return on financial investments is something all of us are looking for. While there are very few guaranteed rates of return for investments, there are a few actions to take — and Latham resources to tap — that will help you get the most from your savings.
I want to make the most of my money
Your Checklist
Make a personalized plan
No matter where you are in your financial journey, there are resources to help you get started, set goals and stick to them. Contact Ayco, our financial planning service, and a personal coach will help you decide the best way to set and meet your individual financial goals. Go to ayco.com/login/lw or call 1.866.416.1497.
Do your research
The Latham 401(k) Plan provides a wide selection of funds. Both Schwab and Ayco have learning tools and personal advisors to help you know how to maximize your savings.
Stay on top of it
Periodically check your accounts to be sure your investments are meeting your objectives and make changes that best fit your current circumstances.
Ready to take action?
Schwab
The Latham 401(k) Plan trustee and recordkeeper. When you contact Schwab, you can get investment advice, check your account balance, change your investments, update your beneficiaries and access educational tools and resources.
Ayco
Provides financial planning services, including one-on-one personal coaching and digital tools to help you manage your financial life and keep you on the right financial track. The services are free to you. Ayco is a subsidiary of Goldman Sachs, and all your interactions are confidential.
