Take Charge of Your Financial Future
At OneDigital Investment Advisers (OneDigital), we believe saving and investing should be easier for everyone. Here at our Financial Academy, you'll find resources to help you manage your money more confidently and reach your goals.
Each month, you're invited to join a live class with one of our financial advisers. Register for our upcoming Financial Academy sessions below.
BREAKING NEWS:
How Will SECURE Act 2.0 Impact Your Retirement?
Not familiar with the new SECURE Act 2.0 legislation? No worries! We put together a quick video with an overview of the major provisions of SECURE 2.0 that will impact retirement plans, including yours.
WATCH NOW →
APRIL SESSION
Income Tax Strategies: Beyond the Basics
Tuesday, April 11, 2 p.m. CST
Simple but effective income tax strategies exist to help you save some of your hard-earned money. Get the most out of your paycheck with a little effort and a well-thought-out plan. Join us alongside Chris Velis, as we explore a few strategic approaches for income tax planning.
SPEAKER
MAY SESSION
Playing It Safe: Protecting You and Your Accounts
Tuesday, May 9, 2:00 pm CST
Cybersecurity is fundamental now and big organizations aren’t the only ones vulnerable to attacks. Individuals are falling victim to online crimes as well. Our personal and confidential lives rely heavily on cyberspace, and we must understand how to protect our digital footprints. In this webinar, Trish McGinity will help you identify risks, build better cyber habits, and know what to do during a breach.
SPEAKER
JUNE SESSION
FAQs to Getting That Degree Debt Free
Tuesday, June 6, 2:00 pm CST
Whether you're currently working towards a degree, or paying for someone else's tuition, navigating the financial side of higher education can feel daunting. There is much to track between student loans, grants, and overall budgeting. Join financial adviser, Brandon Cutler for strategies and tactics, you can use to get that degree debt-free.
SPEAKER
Helping You Through Every Stage of Your Financial Journey
Access on-demand videos and resources on your own time
Resources
Thinking about diving into a particular topic?
Take charge of your future by accessing our library of calculators, blogs, podcasts and more to help you through every stage of your journey.
Budgeting
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Budget Calculator
When it comes to taking control, you have to start somewhere. Use this simple calculator to help you gain a better understanding of where you stand financially.
Retirement
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IRA Contribution
Individual Retirement Accounts (IRAs) provide a powerful way to meet your Retirement income needs. Curious what your options are? We're here to help every step of the way.
Retirement
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Cost of Delay
How much money could you have at retirement if you begin investing this year? Life is different for everybody at every stage of life. But running the numbers on what you might be able to save for retirement if you started today helps put things into perspective.
Taxes
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The Tax Benefits of Health Savings Accounts
When it comes to tax benefits, a health savings account (HSA) checks all the boxes. With an HSA, you can set aside money for future health care costs, and then deduct those contributions from your income on your tax return.
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Feel Good About Your Finances
We all want to feel good about our finances, yet the reality is that money can be one of the greatest stressors in our lives.
At OneDigital, we believe it doesn’t have to be so hard. Whether you’re still on the path to financial freedom or you need sophisticated wealth solutions to match your unique needs, you deserve to feel in charge of your finances and comfortable knowing your money is working for you.
Show your finances who's in charge.
You deserve to feel confident and in control when it comes to your financial future. Let us know how our financial experts can best serve you by completing the form below.