Retirement plan participants
Financial Planning
Retirement, education savings, Social Security, insurance, charitable giving and the other planning decisions families and plan participants face.
Financial Planning
The “Clicking” Concept: Americans Struggle to Save for Retirement
Many Americans are finding it increasingly difficult to save for their futures. This challenge is often encapsulated by the term “clicking,” a concept that represents the ongoing process of managing daily expenses in a way that stretches a paycheck as far as possible. After…
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Financial Planning
Your Guide to A Financially Healthy New Year
Six actions that can help you reach financial success in 2025 and beyond: 1) Update Your Budget. 2) Establish or Replenish Your Emergency Savings. 3) Address and Combine Debt. 4) Evaluate Your Financial Goal Progress. 5) Review the Allocation of Your Assets. 6) Examine…
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Financial Planning
Five Ways to Eliminate Credit Card Debt
According to the Federal Reserve and U.S. Census Bureau, the average credit card debt balance is $8674. 5 effective strategies to help you eliminate credit card debt: 1) Create a Budget and Prioritize Payments, 2) Focus on High-Interest Debt First 3) Consider a Balance Transfer…
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Financial Planning
Medicare
Medicare is a United States government health insurance program that covers people age 65 or older, patients with end-stage renal disease, and people younger than 65 with disabilities. It is important to understand how Medicare works, who qualifies for Medicare, and the four…
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Financial Planning
Retirement Fundamentals
If you’re new to saving for retirement, all the unfamiliar jargon can be off-putting. We’ve compiled some of the most common retirement terms, outlining what they mean and why they’re important. This is a great place to start building your retirement planning confidence.
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Financial Planning
Navigating Health Savings: Your HSA Guide
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. This article attempts to answer frequently asked questions about HSAs.
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