Get Started Saving for Retirement
In this first video of a three-presentation series, we will cover: • Why save for retirement and how to get started with your workplace plan • How much you should contribute to your plan to make sure you're saving enough for your future • Accessing your money and the different options available to you • Basics of investing your savings — After this, we suggest watching "Foundational Investing" and "Roth & Pretax Savings, Which Is for Me?".
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3 Step To Success
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Tackling Debt on Your Path to Retirement Saving Success
In this seminar, we dive into these crucial topics: • Types of Debt: Understand the nuances of different debts. • Smart Payment Strategies: Learn how to tackle debt effectively. • Cash Flow Mastery: Control your financial inflow and outflow. • Retirement Impact: Discover how debt decisions shape your retirement journey.
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It’s A New Year, Turn A Fresh Financial Page
The start of a new year is a time when many of us reassess our finances and look to make improvements. This presentation will walk you through that process and give you tips to think about with your retirement savings. We discuss: • prioritization • making small impactful changes • new IRS limits • financial documents you might want to get in order this year
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