The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) passed on December 20, 2019, and made sweeping changes to the retirement plan landscape. Learn about the changes and how they impact your retirement planning considerations.

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You can plan ahead to help make the most out of your retirement—from paying yourself to allowing for taxes, healthcare and estate planning wishes.

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You can learn the rules that govern retirement assets and find out when to consider using different income sources.

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You diversify your investment portfolio before retirement to help offset risk. A similar strategy can help see you through retirement. Learn how creating a diversified income plan—one that uses a combination of income sources and includes annuity income that’s guaranteed for life—can help reduce the risks you may face in retirement and ensure you have income that never runs out.

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Save time, manage your money, and feel empowered by learning and using the latest digital enhancements.

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Paying for healthcare in retirement is a critical part of  financial planning and it is important to understand how Medicare operates and what choices you have. This webinar will help you understand some aspects of Medicare including eligibility and what plans are available to you. We hope that you will join us for this educational event.

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When women are starting their careers, there’s a lot to consider—career goals, job satisfaction, achieving a work/life balance. But it’s important to also consider retirement. Discover how establishing a plan now can help establish your financial future.

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Discover how to help make your money work harder by using your cash flow more effectively, developing good saving habits and better managing debt.

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¿Debería ahorrar un 20% o menos para el pago inicial? ¿Qué pasa con los costos de cierre? ¿Cómo funcionan las inspecciones de viviendas? Hablaremos sobre el cronograma de compra de vivienda y consejos para abrir la puerta a la casa de sus sueños.

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¿Alguna vez ha hecho un presupuesto de dinero personal? ¿Sabe cuánto gasta cada mes en gastos necesarios (y no necesarios)? Con este taller, mostraremos herramientas simples que cualquiera puede usar para identificar todos sus gastos (facturas, comestibles, etc.) y hacer un presupuesto que sea fácil de usar. Una vez que identifique sus gastos e ingresos, podrá descubrir pequeños cambios que puede hacer para ayudarlo a alcanzar sus metas financieras.

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¡Haga una estrategia de pago personalizada para ayudarle a ahorrar dinero y alcanzar una vida libre de deudas! Vamos a repasar las deudas de tarjetas de crédito y préstamos estudiantiles. ¡Traiga sus preguntas! Proporcionáremos las respuestas y los recursos.

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