Take Charge of Your Financial Future
At OneDigital Investment Advisors (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.
MONTHLY FEATURED WEBINAR
Planning to Retire Session #4: Emotions of Retirement
When you think of everything that goes into planning your retirement, the emotional aspects are often overlooked. In this session, we explore the emotional journey people experience as they approach retirement and offer insights into navigating the feelings of excitement, uncertainty, and identity shift that retirement can bring.
OCTOBER SESSION
Decoding Your Employee Benefits
Tuesday, Oct. 8, 2:00 pm CDT
Whether you’re a new employee or a seasoned professional, it’s important to understand your benefits package. Join us as we break down various types of employee benefits such as health insurance, retirement plans, stock options, and more.
SPEAKERS
NOVEMBER SESSION
Tips and Tricks for Raising Money-Smart Kids
Tuesday, Nov. 12, 2:00 pm CST
You might be one of the many Americans who wish they’d learned more about money growing up. For better or worse, our childhood experiences often drive our financial decisions as adults. We want to help you empower your kids when it comes to money and give them a head start. Join us as we explore strategies you can introduce to your family for healthy money habits from an early age.
SPEAKER
DECEMBER SESSION
2025 Market Outlook
Tuesday, Dec. 10, 2 p.m. CST
We can’t predict what 2025 has in store but we can reflect on what we’ve learned in 2024 to better prepare ourselves for the upcoming year. Join us alongside Greg DeGennaro, Director of Investment Communications, as he dives into the key takeaways from 2024 and our initial thoughts on what 2025 may bring.
SPEAKER
Access On-demand Videos and Resources On Your Own Time
Helping You Through Every Stage of Your Financial Journey
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
Calculate
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.
Savings & Planning
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The Benefits of Health Savings Accounts
From tax savings today to retirement money in the future, take a look at all the ways a Health Savings Account (HSA) can help you make the most of your money!
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Article
Article
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.
Investment advice is offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisors and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.