Social Security

Recording Retirement Optimization

Learn about a key pillar in your retirement plan – Social Security. We discuss the basics including the status of this vital program. Plus, we will look at crucial points in deciding when to receive benefits for you and/or your spouse.

Additional Resources

Recording Resources

Roth or Pretax: Which Is for Me?

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Announcement graphic with dollar bills and text : 401(k) match is now paid every pay period.

Communication Financial Wellness

Match Change (Eng & Span)

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Recording Resources Retirement Savings

National 401(k) Day Webinar

Watch the reply of this webinar to celebrate National 401(k) Day and learn more about the best tool to build retirement savings, including: • Importance of Early and Consistent Contributions • Maximizing Employer Matches • Investment Diversification

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