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Your Retirement in Focus

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Viewing articles 1 to 33 of 33 total.
Wed, Mar 30th 2022 11:00 am
Q1 2022 - Plan Participant Newsletter
In This Issue: Everything's Better With Bacon; making understanding inflation easier. Market swings causing some anxiety? 4 mantras that will help you overcome it. Wake-Up Call! Try these morning rituals to get your day off to the right start.
Mon, Dec 20th 2021 04:00 pm
Q4 2021 - Plan Participant Newsletter
In this issue: Go to the Head of The Class; Master these Social Security lessons Find your Happy Place; Follow 3 tips to help reach a state of happinsess daily The Many Faces of Risk; knowing the different types of risk to cope with market volatility.
Mon, Dec 20th 2021 02:00 pm
Q3 2021 - Plan Participant Newsletter
In this issue we will cover: Annual Maintenance check with a 5 point inspection. Catching a Phish. Money Well Spent. Retirement in Motion; tips and resources everyone can use.
Wed, Sep 22nd 2021 02:00 pm
Q2 2021 - Participant Newsletter
In this issue we will cover: Growing your Financial Garden; How making a realistic budget can help you make a better financial future. Going Green; Help sustain the environment with these practical money-saving tips. Early Exit; Thinking of retiring early? Here is what you will need to know. Retirement in Motion; Tips and resources that everyone can use!
Thu, Apr 1st 2021 12:00 pm
Q1 2021 - Participant Newsletter
In this issue we will cover: 7 age milestones that can impact retirement planning Fiber Optics - Celebrate Heart Month by putting more fiber in your diet Higher Learning with 529 plans making more sense than ever. Retirement in Motion; Tips and Resources you can use.
Fri, Jan 1st 2021 12:00 pm
Q4 2020 - Participant Newsletter
In this edition we will cover: Careful planning can help you manage competitive financial priorities.  With a little planning, you can develop a strategy to cover expenses and still stay on track for retirement. One for the Ages: Consider the "trade-offs" before deciding what age to start Social Security benefits. Tap into the Power Nap: With everything going on around us, we may need to revert back to the days of "power naps" , which will provides a variety of health benefits we all need. Retirement in Motion: Tips and Resources you can use.
Thu, Oct 1st 2020 12:00 pm
Q3 2020 - Participant Newsletter
We have updated our Newsletter!!!  It will be published quarterly instead of monthly! Check it out! ...In this edition: we will cover a "Variety Pack" to give you tips on maintaining a diversified portfolio that can help you feel more in control during uncertain economic times; Strategies to help survive the ups and downs of the market with "Riding it Out"; Five ways to keep moving forward in the age of social distancing via "Forward Thinking"; and finally, Tips and resources everyone can use for Retirement in Motion.
Tue, Aug 25th 2020 12:00 pm
August 25 2020 - Retirement Plan Check-Up
It is important to do regular check ups on your retirement plan to make sure you are on track to reach your retirement goals.  There are a few questions to ask yourself, at least annually, when doing this. Check them out in this month's issue.
Tue, Jul 28th 2020 02:00 pm
July 28 2020 — Good Health is the Best Wealth
Encourage employees to make small lifestyle changes to reduce their out of pocket health costs. This memo shows the difference in savings between an average-managed patient and a well-managed patient.
Tue, Jun 23rd 2020 02:00 pm
June 23 2020 - How Can You Prepare for Healthcare Expenses in Retirement?
Rising healthcare costs are on everyone's mind, even for affluent people. Start Budgeting, Look at Long Term Care Insurance, and Get Healthy.
Tue, May 26th 2020 02:00 pm
May 26 2020 - Four Basic Steps for a Successful Retirement
Start Saving Now and Learn the Basics of Saving and Investing, Avoid Common Mistakes, Focus on Three Critical Coomponents of an Investment Plan, Monitor the Plan and Adjust as Necessary.
Tue, Apr 28th 2020 02:00 pm
April 28 2020 - Five Key Decisions for a Successful Retirement
Life is a series of decisions. Start Saving Now, Wait to Take Social Security, Delay Retirement as Long as Possible, Opt for Retirement Plan Matching and Don't touch Your Retirement Plan until Retirement.
Tue, Mar 31st 2020 02:00 pm
March 31 2020 - Simple Secrets for Retirement Success
Retirement planning can often seem complicated and daunting. Really though, most of the actions a person needs to take for a confident retirement are very simple. Check out these simple tips.
Wed, Feb 26th 2020 02:00 pm
February 26 2020 - Take Advantage Of The Match
Over 40 percent of employers now offer at least a small retirement plan match to employees. Get the details, Don't be afraid to Contribute More, and Don't Assume that You're Enrolled.
Fri, Jan 17th 2020 02:30 pm
January 17 2020 - The Importance of Keeping Beneficiary Information Updated
Planning for the departure of a loved one is a difficult thing to think about, but no matter how delicate, it's important to think about what happens to retirement accounts when you, your spouse, or partner pass away.
Fri, Dec 20th 2019 02:00 pm
December 20 2019 - Four Tips for Increasing Your Retirement Dollars
When it comes to retirement planning, you want to ensure what to do if/when you change employment, what the best options for earnings on your investments are, and what sources of income to rely on at retirement.
Mon, Nov 18th 2019 02:00 pm
November 18 2019 - Three Tax Tips That Can Help as You Approach or Begin Retirement
Retirement is a whole new phase of life. You'll experience many new things, and you'll leave others behind - but what you won't avoid, is taxes. You may have to pay taxes on other types of income. With that in mind, it will make sense for you to develop a retirement income strategy.
Thu, Oct 24th 2019 02:35 pm
October 24 2019 - Retirement Readiness
Much has been made of the current state of the American worker as it pertains to their retirement savings. The bleak outlook can serve as a call to action for younger workers who are increasingly finding themselves behind the eight ball when it comes to saving for retirement. A sound, long term, road-map to retirement can be centered on three key areas.
Mon, Sep 23rd 2019 02:00 pm
September 23 2019 - Borrowing Against Your Retirement: More Costly Than You Think
Participating in the Company's Retirement Plan is a smart and important decision. Smart because you are putting away small amounts today for a comfortable retirement later, but we want to make sure that you consider what will it really cost.
Fri, Aug 23rd 2019 02:00 pm
August 23 2019 - What's an HSA and is it Right for You?
Health savings accounts (HSAs) have grown tremendously in popularity over the past few years. You've probably heard of them or maybe your employer offers one. This memo will uncover answers to common questions you may have about HSAs.
Tue, Jul 23rd 2019 02:00 pm
July 23 2019 - Summer Homework
Summer can serve as a preview of your retirement - long days in the sun and spending time with your loved ones! So, what better time to do a routine check-up on your retirement plan!
Tue, Jun 25th 2019 02:00 pm
June 25 2019 - Millennials, the Time to Start Saving is Now!
Typically, younger people don't make retirement savings a priority. Living expenses, student debt, rent or house payments, and other day-to-day expenses mean that retirement savings takes a back seat. In fact, a survey from January 2016 says that 40 percent of millennials don't have a retirement plan in place, and 57 percent haven't started saving. However, delaying starting to save will make it much more difficult to have a secure retirement later. Here are some tips to help millennials get a leg up on saving.
Fri, May 24th 2019 02:00 pm
May 24 2019 - 10 Reasons to Roll into Your New Employer's Plan vs. an IRA
Do you have retirement plan assets with a former employer's plan that you're not sure what to do with? Review the pros and cons of consolidating into your current employer's retirement plan versus an individual retirement account (IRA).
Fri, Apr 12th 2019 02:00 pm
April 12 2019 - Tax Saver's Credit Reminder
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. If you qualify, you may receive a Tax Saver's Credit of up to $1,000 ($2,000 for married couples filing jointly) if you made eligible contributions to an employer sponsored retirement savings plan. The deduction is claimed in the form of a non-refundable tax credit, ranging from 10% to 50% of your annual contribution. In this issue of Your Retirement in Focus, we provide a recap of the Tax Saver's Credit.
Mon, Mar 25th 2019 02:00 pm
March 25 2019 - Visualize Your Retirement
Retirement planning is both a financial and non-financial process. Putting money aside now for a future date may be more meaningful to you if you have a good idea of what you're saving for. In this issue of Your Retirement in Focus, we provide a workbook intended to help you visualize your retirement. Click here for the workbook.
Fri, Feb 22nd 2019 02:55 pm
February 22 2019 - Don't Let Student Loan Debt Get in the Way of Your Financial Success
If you find yourself in a position of not being able to pay off your student loan debt and save for your future, you're not alone. In this issue of Your Retirement in Focus, we offer some steps you can take to help eliminate your student loan debt.
Wed, Jan 23rd 2019 02:00 pm
January 23 2019 - Keep Your Plan Assets Safe
You work hard for your money. You wisely choose to defer a portion of your salary for your interests in your retirement years. But as you are aware, the plan is only as effective as you make it. If you defer too little, or make unwise investment decisions there is a chance that you will not reach your goals. Similarly, if you drain your plan balance over the years, you understand you will find a shortfall in retirement. What many participants do not think about is being responsible for the security of their savings as well. In this issue we offer you several tips for you to ensure the security of your retirement savings account.
Tue, Dec 11th 2018 02:00 pm
December 11 2018 - Holiday Budgeting
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. Here are our top tips for saving money during the holiday season.
Mon, Nov 26th 2018 03:00 pm
November 26 2018 - Tips to Weather a Turbulent Market
With the recent market volatility, it's understandable that you may be concerned about your investments. Volatile markets can make you wonder if you're on track to meet your retirement goals. Don't be discouraged and most of all, don't panic. We review a number of steps you should take in both up and down markets.
Thu, Oct 25th 2018 03:00 pm
October 25 2018 - Skip the Line, Don't Skip the Match
We'd like to encourage you, as a participant in your employer's company-sponsored retirement plan, to meet your employer's match, if the plan offers one, and not leave money on the table.
Tue, Sep 25th 2018 03:00 pm
September 25 2018 - School's Back in Session
Take the time to learn more about your company-sponsored retirement plan and how it may benefit you to save adequately for retirement.
Fri, Aug 24th 2018 03:00 pm
August 24 2018 - It's Time for a Retirement Plan Checkup
It's important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. Below are a few questions to ask yourself, at least annually, to see if (and how) they affect your retirement planning.
Wed, Jul 25th 2018 03:00 pm
July 25 2018 - Key Dates As You Approach Retirement
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. Refer to this timeline to remember important dates as you get closer to retirement.