Year-End Savings Topics
Holiday spending, last minute tax situations, and getting off on the right foot next year are all themes we cover in this video. Many people assess their finances and retirement savings at the beginning/end of the calendar year. If you are one of them, keep these items in mind.
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Life Insurance & Your Retirement
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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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Navigating Retirement Savings: Myths and Realities
A revealing presentation that separates retirement savings myths from facts, helping you make informed financial decisions. • Demystifying Retirement Savings: Uncover the truth about common retirement savings misconceptions. • Strategic Planning for Retirement: Gain clarity on how these myths could impact your financial future. • The Real Path to Financial Freedom: Learn strategies to optimize your retirement savings based on real facts and proven methods.
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