Participant Memos

The holiday can inspire better financial habits, such as managing holiday expenses wisely and practicing mindful spending.

Many people often find that they know far less about their retirement plan than they thought. Test yourself with the quiz!

Financial planners who conduct pension consulting have been pointing out that you can find yourself in trouble when you reach retirement if you’re saving without a goal.

Health savings accounts (HSAs) have surged in popularity over the years. You may have encountered them, possibly as part of the benefits offered by your workplace.

If you’ve followed the advice of retirement plan advisors, you should already be saving in tax-advantaged retirement accounts.

A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of time to make the strategic changes and improvements that will bring your retirement goals closer to reality. Here are seven things you should know to strengthen your retirement strategy.

Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is crucial for improving your financial security.

As we embrace the dawn of a new year, contemplating the departure of a loved one may not be the most festive topic, yet it’s an essential consideration for any forward-thinking planner.

According to a survey conducted by Country Financial, 32% of folks feel the most financial pressure during the holiday season.

If you contribute $7,500 each year from age 50 to age 67 (17 years), you can make a big impact on your future.

Are you prepared for a secure financial future? Discover some key aspects of a comprehensive risk management strategy.

Clear, achievable, and meaningful goals can lay the foundation for success. Vague aspirations may have limited worth without a well-defined plan.

There are many formulas for figuring out how much money you need to retire. While thinking seriously about retirement finances is useful, for most people, these formulas may not come close to what your retirement actually looks like.

The early bird really could get the worm! In the chart below you will find no secret tips or tricks to investing that cite prior market events: just plain old math.

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan.

Do you spend more time planning your annual vacation than you do thinking about your personal finances?

Do you know what will happen to your retirement savings if you were to pass away? Here are some things you should know about naming beneficiaries that could save your loved ones’ time, money and frustration.

Investing your money into retirement savings early is important to setting yourself on the path to your ideal retirement.

Many of us are worried this season about what the economy will be doing the next few months and how it will affect their investments.

The holidays are upon us! Staying healthy just might make you wealthy.

With the recent market volatility, it’s understandable that you may be concerned about your investments. Don’t let the market volatility spook you!

Much has been made of the current state of the American worker as it pertains to their retirement savings.

POP QUIZ: Have you done your homework on retirement? Take the short quiz today by downloading the full memo!

Summer can serve as a preview of your retirement — long days in the sun and spending time with your loved ones!

Although not a pleasant topic, it is an important one – Who is the named beneficiary of your retirement account should you pass away?

Research says that 66 percent of millennials haven’t saved any money for retirement, and 66 percent haven’t started saving.

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan.

Break personal financial planning down into small, achievable tasks, it’s a lot less daunting and can pay huge dividends to you and your family.

As you get closer to your retirement date you may start to wonder about your eligibility for certain withdrawals and programs you are entitled to.

Your employer’s retirement plan is a defined contribution plan designed to help you finance your retirement. Federal and sometimes state taxes on your contributions and investment earnings are deferred until you receive a distribution from the plan (typically at retirement).

With the season changing and life ever pulling us forward, you may want to take into account life changes that may affect your financial goals.

The holidays are a time for giving, but often people can be a little overgenerous during this time of year and later find themselves in financial trouble.

When you hear Roth 401(k), Roth IRA, or just Roth, this is generally referring to a specific type of tax benefit your savings may receive.

School is now in session! Let’s check if you’re preparing for retirement and review the following items we’ve listed!

Contributing to your employer’s retirement plan as soon as you’re eligible is crucial to meeting your retirement goals.