A checklist titled '2025 - What issues should I consider with my employer-provided benefits?' with sections on Retirement Plans and Medical Insurance. The checklist includes questions and options to select 'Yes' or 'No' for various considerations related to retirement, employer contributions, insurance options, and health savings accounts.
A checklist titled '2025 - What Issues Should I Consider with My Employer-Provided Benefits?' from Simplicity Financial Planning, including sections on Medical Insurance, Life Insurance, Disability Insurance, Other Benefits, and Disability Insurance continued, with questions and options to select Yes or No.
The footer of a document from Simplicity Financial Planning, including their contact information, address, and disclaimers in small text on a light gray background, with a green header at the top.