Take Advantage of these Retirement Planning Resources!
Retirement Planning Guide
Having a retirement free from money woes isn’t necessarily about being a millionaire, but rather using the assets you do have wisely and proactively. By identifying what you can control and focusing on that, you can put yourself in better position to have a retirement that allows you to achieve your goals. Download PDF Now.
Money Management
If you haven’t done so already, check out our Money Management Resource Section, where you’ll find tools and information to help you get out of debt and get on the road to financial success.
Retirement Withdrawal: What’s a Safe Number?
For quite a while, the standard advice was to take 4% out of your total retirement nest egg every year to have enough money for a comfortable lifestyle in your golden years. There was strong logic behind that number; a mixture of 60% of your money in stocks and 40% in bonds has historically been a very safe bet to return greater than 4% over any 30-year period. As long as you adjust your withdrawal for inflation periodically, you should be fine. Or are you? Read More…
The 411 on 401(k)s
The 401(k) plan has become the go-to option for many companies looking to help employees save for retirement. The 401(k) enables workers to set money aside, and not pay taxes on it or its earnings until they retire and begin withdrawing funds from the account. Here are some key things you need to know about these tax-advantaged accounts. Read More…
Member Wealth Management
It’s important to get expert advice when making your retirement plans. We work with a qualified retirement planning expert, Michelle Balfe, to provide this service to you. Schedule an Appointment.
Get More Retirement Resources
We’ve partnered with industry-leading BALANCE to provide you with free access to expertly-crafted financial education and resources to help with your fiscal matters. Check out these Retirement Resources:
