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.
Additional Resources
Building A Social Security Bridge
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Foundational Investing
In this presentation (2 of 3 in our 3-part series), we review the basics of investing for retirement. • Asset classes & diversification • Best practices to use and pitfalls to avoid when it comes to your investments • Simple investment solutions available in your workplace plan
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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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