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 →
FEBRUARY SESSION
Asset Allocation: Your Guide Through Market Volatility
Tuesday, Feb. 14, 2 p.m. CST
A big part of tax efficiency is putting the right investment into the right account. Income in some accounts can trigger a surprise tax bill based on the types of investments you are holding in each. Whether you’re a beginner or an experienced investor, understanding asset allocation strategies is essential in helping you navigate through market volatility.
SPEAKER
MARCH SESSION
Estate Planning 101
Tuesday, Mar. 14, 2 p.m. CST
If you’re thinking about your future and wondering how to protect your assets for your loved ones, join us to learn the basics of estate planning. We’ll cover what you need to know about preserving your wealth for future generations, who can help if you need it, and why it’s so important to have a plan in place.
SPEAKER
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
Helping You Through Every Stage of Your Financial Journey
Access on-demand videos and resources on your own time
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.
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.