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  • VIDEO: What Do You Need to Know About Market Risk?

    Jim Keenehan, AIF®, CPFA

    Today we’re talking all about risk. Now we know that investing in the stock market, historically, has been a good way to build your wealth over time. But, as you’ve probably heard before, there is a cost of admission to play this game. That cost, is risk. Listen very closely: your account value WILL go down sometimes. That’s part of the process, as strange as that may sound. Think about it like this: if your account value never went down, it would be like a savings account at your bank. Are you getting really great long-term returns on your bank account money? Nope! No risk, no reward. So… what are these different types of market risk? Let’s get into it.

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  • IRS Announces 2020 Retirement Plan Limits

    IRS Announces 2020 Retirement Plan Limits

    Do you know what's changing for retirement plans in 2020? The IRS has announced the 2020 plan limits and these changes will take effect in the upcoming tax year on retirement-related items. Employees in 401(k) plans will be able to contribute up to $19,500 next year. 

    Why are these numbers important to you? There are limits to how much you can contribute to your retirement account and they can change from year-to-year, so it's important to stay up-to-date. Check out our infographic that details all the changes you'll want to be aware of for the coming year. 

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  • Infographic: 14 Top Credit Card Do's and Don'ts You Need to Know

    Infographic: 14 Top Credit Card Do's and Don'ts You Need to Know

    Actual money seems to be a thing of the past for many, with plastic emerging as a more convenient form of payment. To buy groceries you, swipe a card, to ride the metro, swipe a card, fill your car up, swipe a card. We are a nation filled with cards and subsequently, credit card debt, but there are small things you can do to make sure you don’t let credit cards get the best of you.

    Here’s where our Credit Cards Do’s and Don’ts Infographic comes in.

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  • Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    Infographic: Top 5 Things Every Beginning Investor Needs to Know About the Stock Market

    When you flip to the financial section of the newspaper there seems to be one thing that everyone is always talking about: The Stock Market. If you're just starting to familiarize yourself with the world of investing, you first need to know what everyone is talking about when they refer to this ubiquitous term.

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Webinars
  • MoneyNav Academy Worksop: What's Next? Life After Work Workshop

    MoneyNav Academy Worksop: What's Next? Life After Work Workshop

    We focus on the key decisions in the final few years of your working career. While this presentation covers critical components to ensure your money will last throughout your retirement, an even greater emphasis is placed on the “softer side” of retirement. We find that very few people take the time to think through the various non-money related areas that create a truly successful retirement. This requires some thoughtful planning to help keep you socially engaged, utilize your talents to serve/volunteer/give back, as well as doing some serious relaxing for all your years of hard work.

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  • MoneyNav Academy Worksop: Cultivating Your Credit Workshop

    MoneyNav Academy Worksop: Cultivating Your Credit Workshop

    Throughout this workshop, we explore the history of how credit cards have grown to become such a prominent part of our everyday life. We outline the key areas to be cognizant of when using your card, and answer questions such as what makes-up a FICO score, how interest rates can have an impact, and what steps you can take to protect yourself.

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  • MoneyNav Academy Worksop: Social Security: Get It Before It's Gone?

    MoneyNav Academy Worksop: Social Security: Get It Before It's Gone?

    This Social Security workshop provides an overview of the current Social Security system, how benefits are calculated, and how employees can maximize their benefits for the future. We walk employees through claiming strategies, the impact timing can have on their total Social Security benefit, and the questions they should be asking themselves prior to claiming.

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  • VIDEO: What Do You Need to Know About Market Risk?

    AdobeStock_247511291-1Today we’re talking all about risk. Now we know that investing in the stock market, historically, has been a good way to build your wealth over time. But, as you’ve probably heard before, there is a cost of admission to play this game. That cost, is risk. Listen very closely: your account value WILL go down sometimes. That’s part of the process, as strange as that may sound. Think about it like this: if your account value never went down, it would be like a savings account at your bank. Are you getting really great long-term returns on your bank account money? Nope! No risk, no reward. So… what are these different types of market risk? Let’s get into it.

  • MONEY HACKS: What Are You Thinking About Financially During COVID-19?

    AdobeStock_316362479-1We are all going through a difficult period right now – some certainly more than others. Investors, savers, and employees at different organizations have faced significant challenges over the last five plus weeks with the spread of COVID-19. It has closed schools, restaurants, and many more businesses - leaving millions of Americans without unemployment. In this Money Hacks episode, I give some quick thoughts on bull markets, bear markets, your financial savings, and retirement savings in general, and what you might be thinking about and doing during this period.

  • MONEY HACKS: How to Relax with Market Worries

    Five Ways to Optimize You 401(k), imageDuring this very hectic moment in the financial markets and around the world, we continue to receive inquiries regarding what’s happening from a saving and investing aspect. While a market correction isn’t uncommon, this is the first pullback we’ve seen in over 11 years. It's typical for the economy to naturally go through peaks and downfalls over time, but we know how concerning and scary it can be – especially coupled with the unknowns around the spread of the COVID-19 virus and impact to our health – both individually and as a community. We encourage you to stay disciplined, take a long-term view, and, as much as possible, remain calm during this volatile period. We are not discounting the gravity of this situation, and we are profoundly aware of the seriousness surrounding the virus and the impact such unknowns have on our everyday lives. Please be safe and take daily precautions to protect yourself, your loved ones, and your surrounding communities. As always, and now more than ever, we are here to answer questions and provide our input and guidance to help you navigate your financial goals and priorities during this time.

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