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Our first priority is helping you take care of yourself and your family, that starts with a firm foundation and understanding of how these strategies can work together to help you take control of your finances.

Click on a topic that interests you below, check-out the resources and worksheets, and if you have any questions or if you would like to talk more, please feel free to schedule a call or virtual meeting with one of our Financial Representatives. We are here to help!

Financial Wellness Matters

Reviews the five key pillars of financial health and discusses strategies to help take charge of your financial future.


Resources:

Financial Wellness Matters Worksheet

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Understanding Social Security

Provides an overview of Social Security benefits — including answers to five key questions participants may have

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Asset Allocation

Addresses basic investment principles and explains how they all work together to help investors


Resources:

Risk Assessment Questionnaire Worksheet

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Market Volatility

Helps participants understand how to manage market volatility


Resources:

Market Volatility Worksheet
Managing Market Ups and Downs Worksheet
Weather the Markets Worksheet

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Budgeting

Teaches participants how creating a budget can help them plan their financial roadmap, save for long-term goals, and minimize debt.


Resources:

Budget Planning Worksheet

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Managing Debt

Helps participants understand how to strike the proper balance between saving and spending.

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Retirement Realities 
4 Steps to Retirement

Teaches savers of all ages key investing behaviors to prepare for retirement



Resources:

Risk Assessment Questionnaire Worksheet
Budget Planning Worksheet

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Retirement Realities
Get Real

Helps investors who are retiring in the next 5 years prepare their finances for the retirement transition


Resources:

Countdown to Retirement Worksheet
Sources of Retirement Income Worksheet
Risk Assessment Questionnaire Worksheet
How much will you need?
Budget Planning Worksheet

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Pretax vs. Roth Contributions
Saving with Roth Contributions

Compares these two contribution options to help employees choose the one most suitable for them.


Resources:

Pretax or Roth, which is right for you?
Pretax vs. Roth contributions key differences

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Women and Investing
Tips to Empower Women on the Path to Financial Confidence

Discusses the issues that may affect women and offers solutions to help them own their financial futures.


Resources:

Take the Next Step Worksheet

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