When it comes to your health, it’s easy to focus on physical wellness. You may schedule the recommended annual exam with your doctor and keep tabs on your health numbers, but how often do you take the time to do a financial checkup? Financial experts recommend checking in on your finances at least once a year to assess where you are with things like:

• Managing your budget and day-to-day finances.

• Keeping adequate funds in savings for emergencies.

• Lowering your debt.

• Planning for retirement.  

Assess and Take Action

April is National Financial Literacy Month, so if you haven’t already, consider taking a closer look at your finances and identifying some areas where you can improve. And then take action. Transocean offers you the resources you need to assess your financial picture, create goals and build greater financial security through Fidelity, your Transocean 401(k) plan administrator.

Not sure where to begin? A great first step is to visit Fidelity’s website at www.NetBenefits.com, where you have access to a number of valuable financial planning tools. Here are just a few things you can do on the site to become more fiscally fit:

• Take the financial wellness checkup. Visit the Financial Wellness section to answer a few questions and determine your financial wellness score in four areas: budgeting, debt management, savings and protection.

• Check out the Planning and Guidance Center. Go to the Planning and Guidance Center to get help with setting financial goals, making changes to your financial strategy and monitoring your progress.  

• Visit the online library. Research financial strategies on a variety of topics through access to videos, articles and educational workshops.

Get Personalized Planning and Advice

If you need additional help strategizing or creating an action plan, you can also receive one-on-one personalized retirement planning and advice from Fidelity. This allows you to work directly with a Fidelity team to develop and implement a plan that takes into account all of your personal financial priorities, including savings, income, Social Security, pensions and spousal assets. Once you’ve put your plan in action, you’ll have access to a variety of tracking tools for accountability and a professional investment team that will monitor and make adjustments to your Transocean retirement savings account, as needed.  

Learn more about your personalized retirement planning benefits at Fidelity.com/PPAWLearn or call 866-811-6041.

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