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.
OCTOBER SESSION
Take Advantage of Your HSA
Tuesday, Oct. 11, 2 p.m. CST
Many employees are not taking full advantage of their health savings accounts (HSA) and the superpower they hold for retirement. Join Greg Fiore, senior vice president of the OneDigital retirement team in Atlanta, to learn how HSAs can be an even better retirement savings vehicle than a 401(k).
SPEAKER
NOVEMBER SESSION
Giving Back: Your Charitable Giving Guide
Tuesday, Nov. 8, 2 p.m. CST
The season of giving is here. But what steps should you take after donating any time of year? Mike Gouldin, Senior Vice President of Retirement Services is here to answer your questions and go over best practices when donating to charity.
SPEAKER
DECEMBER SESSION
Roadmap To and Through Retirement
Tuesday, Dec. 13, 2 p.m. CST
Planning for retirement may feel daunting, but with the right tools, it doesn’t have to be. Join us as we discuss how to make a plan for retirement. MJ Goss, VP of Retirement Planning & Financial Wellness is here to walk you through the process of paving a road to retirement for yourself.
SPEAKER
Helping You Through Every Stage of Your Financial Journey
Resources
Your Guide to 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. This means you don’t pay taxes when you save or when you use it to pay for medical expenses.
Are Your Student Loans Causing You to Put Your Life and Savings on Pause?
With the current student loan debt in the U.S. at just over $1.7 trillion, it’s clear that the concern will endure for the approximately 44 million Americans who currently average $40,000 in student loans. Learn more about the savings trends for individuals and how employers can help support their people.
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.
Investment advice is offered through OneDigital Investment Advisers, 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 Advisers and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.