Did you know October is Savings Month? At Bâtirente, we take to heart our mission to support you in all your projects. Regardless of your age, it’s never too early or too late to start saving and planning for projects or your retirement! Our article presents four tips to reach your goals.
4 tips to save for your projects
The best way to make your projects a reality is to start with a financial plan. If you already have one, now is a great time to make sure it’s up to date. If not, it’s the perfect time to create one.
This means always putting money aside for your projects, even if you start small. Use payroll deductions, which will make this task easier. By investing your savings in your Bâtirente plan, you benefit from the strength of the group and therefore, from lower management fees thanks to the pooling of savings.
First, determine the kind of investor you are by completing the investor profile questionnaire in the MY ACCOUNT secure section. Then, take the time to review the investment options we offered and select those that correspond to your needs. Trajectory offers members the peace of mind of being invested in an investment strategy that evolves with them over time and that continuously and automatically optimizes their investments to align with their risk profile based on their age.
4. Follow your plan
No matter what your dreams and plans are, you need to check your investments regularly to make sure you’re on the right path. Several tools are available in the MY ACCOUNT secure section, which offers you, right on the home page and in one look the status of your situation! Through the section, you also have access to your quarterly financial statements and to On Target Retirement®. Log in to the MY ACCOUNT secure section today to get started and to follow your projects!