LIVESMART…MOVESMART…WORKSMART
Tools for Balancing Life’s Priorities 5Buckets Principle™ September 17, 2014
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July 3, 2013
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Agenda
• Learn the Five Bucket Principle • Obtain the tools to prioritize • Think about the BIG PICTURE without ignoring the little things that matter
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July 3, 2013
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Five Buckets
1. Work & Career 2. Personal Growth and Development
3. Family & Friends 4. Community - Connections 5. Financial
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July 3, 2013
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“Take your life in your own hands and what happens? A terrible thing: no one to blame.” – Erica Jong
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July 3, 2013
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Financial – Managing Money • Goal setting
• Debt management
• Nickel and dime spending
• Family values
• Retirement planning
• Inheriting spending habits
• Start now • Meat vs. Gravy • Be prepared for the unexpected
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July 3, 2013
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401(k)—Plan Overview Pre-tax contributions • All employees can contribute up to 30% of eligible pay, up to the IRS limit: — $17,500 if under age 50 — $23,000 if age 50 or older, or turning age 50 in 2014 • All employees set up with automatic 5% pretax contribution and enrollment in the Financial Engines Professional Management Program • Motorola Mobility matches 100% of employees’ contributions, up to the first 4% • Employees are immediately vested in their contributions; vested after one year in Motorola Mobility’s contributions After-tax contributions • Can contribute up to 20% of eligible pay • Immediately vested • Combined pre-tax and after-tax contribution for 2014 is $51,000 https://sites.google.com/a/motorola.com/portal/hr/pay-finances/retiring-investing/401-k
Aon Hewitt Personal Finance Center • Provides access to a network of fully vetted financial planners in your area • Call 1-866-437-3375, email
[email protected], or online on Your Benefits Resources under the Savings and Retirement tab onJulythe home page. Presentation Title 3, 2013 Page *
401(k)—Financial Engines Professional Management Program • Investment funds managed by professionals • Annual fee to participate — Account balance of $5,000 to $100,000: 0.35% fee — Next $150,000: 0.25% fee — Additional assets: 0.10% fee • You can cancel your participation at any time
Personal Online Advisor • Online advice on how to invest your account • No fee to participate
• Mot-mobilitylivesmart.com Presentation Title
July 3, 2013
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Additional Resources Available For You Voluntary Benefits • Legal Assistance Plan through MetLaw/Hyatt Legal ($21.40 per month premium) • Assistance with Will preparation • Estate Planning • Debt management • Free Will preparation also available through Prudential at estateguidance.com with Code: MMBWILL • LifeCare Resource and Referral (www.lifecare.com) • Anthem EAP services (anthemeap.com)
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Will Power • Active only in 1/6th of your brain • 5/6th of your brain power operates at subconscious level • Manual control rather than autopilot • Enable yourself to stay motivated
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“One worthwhile task carried to a successful conclusion is worth half-ahundred half-finished tasks.” - Michael S. Forbes
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July 3, 2013
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Let’s Recap The Five Buckets
1. Work & Career 2. Personal Growth and Development
3. Family & Friends 4. Community - Connections 5. Financial
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July 3, 2013
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Work & Career •Reframe attitude •List what you like about work •Make a “D.I.G.” file •Grow and learn •Manage time wasters
Work harder than you ever thought you could!
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July 3, 2013
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Personal Growth & Development Always be learning •Brain exercises •Write eulogy/retirement speech •Re-evaluate your choices •Role model your priorities
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July 3, 2013
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Family & Friends • Family
• Friends
– Quality vs. Quantity time – Listening – Set boundaries – It is ok to say no
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– Happy for you during good times, but will coach you through bad times – Be selective
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Community & Spirituality • • • • •
Outreach Volunteering Making Connections Giving, caring and mattering Involve family members
The world we live in really is small – even more important to care Presentation Title
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Avoid Procrastination • 50% average in making good decisions • We’re good decision makers, NOT good problem solvers • Analyze facts quickly, make decision, live with the results!
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July 3, 2013
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What 3 Action Steps will you commit to working on?
1. _______________________________________ 2. _______________________________________
3. _______________________________________
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July 3, 2013
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Assistance for you and your family! • Daily Life resources • Face-to-face sessions • Legal/Financial consultations
• Child/Eldercare consultation & referrals • ID theft prevention & recovery service • Tobacco cessation: coaching & online • Comprehensive website
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July 3, 2013
Call 888-479-5855 Or go to our website at www.anthemeap.com Login: mot-mobility
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