Blog posts by tag

Despite all the budgeting and cash flow tracking apps available, many people still struggle to manage their spending habits on a daily basis. What if there was a simple blueprint you could follow that could help you manage the way you spend your money and hold yourself accountable? The 70/20/10 rule of thumb helps provide a framework for managing …

Master these Social Security lessons to get a more realistic view of your retirement. According to Nationwide’s 8th Annual Social Security Consumer Survey, more than half of Americans express confidence that they know exactly how to optimize their Social Security benefits. However, only 6% actually understand all the factors that determine the …

Want to Improve Retirement Outcomes? Make Sure Employees Understand Social Security Basics New research reveals Americans have a significant knowledge gap regarding Social Security benefits. According to a recent survey1, more than half of Americans express confidence that they know exactly how to optimize their Social Security benefits. However, …

A recent survey confirms that there is no single path to retirement. Franklin Templeton’s June 2021 “Voice of the American Worker” survey confirms that retirement today feels “less cookie cutter than it used to be,” according to 82% of those polled. The survey found that individuals can benefit from personalized guidance to achieve their …

Why Young People Need to Pay Themselves First Webinar   View Full Webinar Presentation   By investing for retirement through your employer-sponsored plan, you are taking steps to achieve your financial freedom. Choosing to participate is just one step in managing your financial savings strategy. As a young person, paying yourself …