Retirement Savings & Planning

 

Saving for a successful retirement starts early. If you can plan ahead and remain consistent, the better your chances are of living with financial freedom into retirement. Together with an advisor, you’ll be able to define priorities and confidently navigate financial decisions to get you there.

Your Medicare Questions Answered

We understand that it can sometimes feel overwhelming when making decisions surrounding Medicare. After all, you are making important healthcare decisions that can affect the rest of your life. For this reason, we’ve invited John Lutgen to discuss some of the most asked Medicare questions to get you the answers you’re looking for. Click on the video above for access to the full video and presentation slides as well!

401(k) Basics

We all have big dreams for our futures and aspirations for how we’d spend our time during retirement. However, when it comes to saving for retirement, where do we start? 401(k) accounts are great and popular ways to save, but it is essential to understand how they work and how they can work best for us. In this session, Retirement Plan Consultant, Katie O’Dell covers the basics of understanding your 401(k). Click on the video above for access to presentation slides as well!

Playing It Safe: Protecting You and Your Accounts

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.

4 Easy Things You Can Do to Protect Yourself From Cyber Threats

Estate Planning 101

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.

A Guide to Estate Planning

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Social Security: You've Got One Shot

Learn how timing, working and taxes all impact Social Security Benefits. We can help you plan accordingly, to avoid surprises after it's too late to make changes.

Take Advantage of Your HSA

Many employees are not taking full advantage of their health savings accounts (HSA) and the superpower they hold for retirement. Learn how HSAs can be an even better retirement savings vehicle than a 401(k).

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