Your quarterly round-up of hand-picked financial insights is here! As a valued plan participant, we want to make sure you have access to the latest and greatest as you continue to navigate your financial journey.
Participant Resources
Explore valuable resources curated for 401K participants, covering investment pitfalls, eligibility for federal student loan IDR plans, and essential considerations for reviewing 2023 tax returns, tailored for both retirees and those still in the workforce.
3 Common Investing Mistakes: Discover the risks of timing the market, overemphasizing popular stocks, and chasing past performance with insights from Dimensional.
Are your finances aligned with your estate plan? Join Brett Horowitz in unlocking the secrets to a lasting legacy with estate planning essentials like Transfer on Death (TOD) designations, wills, trusts, and account ownership structures. Read it here.
Looking to raise a financially savvy family? Join Marcos A. Segrera in exploring why being financially savvy is a family affair and how to integrate this mindset into managing your money, from raising money-smart children to launching financially independent adults, ensuring a legacy of financial literacy and security for generations to come Read the full article here.
Looking for ways to maximize your wealth this year? Michael Hoeflinger shares insights on the power of tax deferral. Discover how delaying taxes on investment gains or income can amplify compounding growth, boost returns, trim down current tax liabilities, and provide flexibility in retirement and estate planning. Learn more.
Did you know?
You have access to a wealth of financial knowledge through your employer.
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