Quarterly 401k Update
Learn about how we communicate with your Employees, via our Quarterly 401(k) Update and our Monthly Financial Wellness Series A$AP Finance.
Should You Pay Off Debt or Save for Retirement First?
Should you pay off debt or focus on saving for retirement? The answer depends largely on the type of debt you’re carrying and where you are in your financial timeline. High-interest debt can grow faster than most investments, making it a priority to eliminate, while lower-interest debt may allow you to continue building retirement savings. In this video, we break down a simple framework to help you decide how to balance both. #retirement #retirementplanning #investing
A$AP 401(k) New Contribution Limits 2026
Have a question? Send us an email at [email protected] #401k #financialwellness #contributions #401kplan
Target Date Funds Your Retirement Investment Explained!
Target date funds are the “set it and forget it” way to invest for retirement. 🎯 They automatically adjust from growth-focused to more conservative as you near your retirement date. In this video, we break down how they work and how to pick the right one for your goals. A simple strategy to take the guesswork out of retirement planning!
#retirementplanning #financialplanning #investment
How Much Money Do I Need to Retire?
💰 Wondering how much you really need for retirement? From lifestyle choices to income streams, we break down the key factors that shape your retirement savings strategy. 🧓📈 Don’t leave your future to chance—start planning smarter today!
#retirementplanning #savings #investing
Pre-tax or Roth 401(k) Contributions?
In this month’s A$AP, we bring back a past video with this common question: Should I contribute to my 401(k) with pre-tax or Roth contributions?
Have a question? Send us an email at [email protected] #401k #financialwellness #rothira #roth401k
Summer Travel Costs
The cost to travel over the summer seems to be lower as compared to last year.
Let us know if you have any questions. Contact our team at [email protected].
#401k #contributions #retirement #retirementplanning #travel #vacation