Financial Planning

[VIDEO] Saving Enough for Retirement? | Three Ways to Find Out
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One of the most frequently asked questions we hear from employees is “How much should I be saving for retirement?” Although the answer to this question is different for everyone, there are a few different methods you can use to find out if you are on track.   Retirement Calculators Nationwide’s My Interactive Retirement Planner:   Read More →
SECURE Act Signed Into Law: What You Need to Know
On December 20th, President Trump signed into law the SECURE Act, the most comprehensive retirement reform package in a decade with wide-ranging impacts for both individuals and employer-sponsored retirement plans. The most impactful provisions are summarized below: 1. The age in which an individual must begin taking Required Minimum Distributions (RMDs) from retirement accounts has  Read More →
[VIDEO] How to Prioritize Your Savings
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To save or not to save? Of course you should be saving! But, it can be complicated when you don’t know where to start. Should you pay off your car loan first, or save more for retirement? Tune in to view our handy hierarchy of savings! Securities and investment advisory services are offered solely through  Read More →

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