Retirement Planning

Protecting Your Retirement: Tips for Staying Safe Online
Team SummitEmployee Financial Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
As more retirement transactions and planning occur online, it’s critical to pay attention to your accounts for security and fraud purposes. The Department of Labor has provided several tips to follow in order to protect your online accounts as best as possible. You may reduce the risk of fraud and loss to your retirement account by  Read More →
Planning for What’s Next: Approaching Retirement
Team SummitEmployee Financial Resource Center, Retirement PlanningComments are off for this post
As your retirement years grow closer, there are many decisions to consider – financial, lifestyle, healthcare – just to name a few. During this nearing-retirement phase of life, it’s important to continue planning and remain focused on saving while beginning to envision and organize how you plan to enjoy these future years. Check out this  Read More →
Don’t Skip the Match! [Infographic]
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
If your organization offers an employer match within your retirement plan, don’t let this free money pass you by! These additional contributions could significantly help grow your retirement savings. By not maximizing the company match, you are leaving money on the table every year. Check out our case study below which illustrates just how much  Read More →

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