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Holiday Spending

Communication Financial Wellness

Participant communication piece to combat overspending around the holidays

Additional Resources

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Pay taxes on your 401(k) now or later—what’s better for you?

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Recording Resources

Financial Spring Cleaning: Refreshing Your Retirement Strategy

In this video we discuss decluttering your finances and making sure your retirement strategy still fits your life. We’ll highlight easy updates, overlooked opportunities, and ways to simplify your plan for the year ahead.

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