Thank you for joining our session on How Helen Can Help You Save & Budget!

We explored how Helen, GetSetUp’s digital assistant, can support you in tracking expenses, creating budgets, and finding ways to save money. Below is a recap of what we covered to help you continue your financial wellness journey.

Key Takeaways and Next Steps

Helen as a Financial Planning Assistant

Helen offers general guidance on everyday money matters like budgeting, saving, and managing expenses. While it’s a helpful tool for exploring financial topics, be sure to consult a financial advisor for major decisions.

Using Helen for Budgeting & Expense Tracking

Helen can help you organize your finances and find ways to cut costs. Try asking:

“Can you suggest a budgeting tool that’s easy to use?”
“What are some common ways to reduce my utility bills?”
“How can I create a simple monthly budget based on my income?”

Safe Banking & Payment Guidance

Helen can answer questions about online banking safety and managing digital payments. Prompts you can try include:

“What’s the safest way to pay my bills online?”
“How do I recognize and avoid banking scams?”
“Can you help me find a high-interest savings account?”

Saving on Healthcare & Insurance Costs

You can also use Helen to explore Medicare options and prescription savings. Ask questions like:

“Can you compare Medicare plans for me?”
“How do I find out if my prescription drugs are covered?”
“What are some ways to save on prescription medications?”

Retirement & Investment Basics

Helen can explain general concepts related to retirement planning. Example prompts:

“How do I calculate how long my retirement savings will last?”
“Can you explain the difference between an IRA and a 401(k)?”
“What are the pros and cons of annuities?”

Refining Your Questions for Better Results

The more specific your questions, the more helpful Helen’s answers will be. If a response seems too general, try rephrasing or narrowing your question to get clearer information.

Try Helen today and make managing your finances a little easier! Click here to Try Helen today

Disclaimer: Helen provides general financial information but is not a substitute for professional financial advice. Always consult with a qualified financial advisor before making any major financial decisions.