Participant Education: Videos, Flyers and Webinars
Money Matters: Financial Wellness Workshop
In our Spring 2021 Financial Wellness Workshop, members of SageView's national education team tackle four important topics: Investing Basics, Roth vs. Traditional 401(k), Emergency Savings & Budgeting, and Healthcare in Retirement
BACK TO BASICS: BUDGETING
A budget is a plan for every dollar you have. It’s not magic, but it represents more financial freedom and a life with much less stress. If you don’t have a budget or have created a budget in the past but were unable to keep it, you’re not alone. Budgets often aren’t successful for a number of reasons. In this video we go into some of the basics of getting a budget started and give you a few tips to actually sticking to it.
SAVER'S TAX CREDIT
Also referred to as the Retirement Savings Contributions Credit by the Internal Revenue Service (IRS), the Saver’s Tax Credit is a non-refundable credit that can reduce your tax bill by up to $1,000 (or $2,000 for married couples filing jointly) if you made contributions to an IRA, 401(k), 403(b) 457(b) or any other IRS-recognized retirement savings plan.
MAKING IT LAST: THINK BEYOND THE RETIREMENT FINISH LINE
What's your plan after your final paycheck? Retirement has been your goal since you first started saving for it (or likely even earlier), but it's not the end of the race. In fact, your "in" retirement plan may be more crucial than your current savings plan.
KEEP YOUR FUTURE IN SIGHT: STAYING ON TRACK FOR RETIREMENT
Life changes can bring joy, and sometimes sadness and stress. Whatever changes come your way, it’s important to keep your future a priority. In this webinar we go over tips to help you keep your retirement savings on track.
YES, YOU CAN RETIRE: A plan for your future days
If you or your spouse are 5 to 10 years from retirement, it's important to start thinking about timing, financial readiness, your daily life in retirement, and potential roadblocks. We’ll review key considerations as retirement approaches, including your investments, healthcare, housing, benefits, and making your money last through your retirement years.
MONEY MANAGEMENT: FINANCIAL DO'S AND DON'TS IN A CRISIS
Working on healthy financial habits may be the last thing you want to think about during a crisis. But the steps you take right now may be just as impactful as the ones you don’t. If you are able to save and make small adjustments, you can make your eventual recovery easier.
MONEY MANAGEMENT: FINANCIAL DO'S AND DON'TS IN A CRISIS [Spanish]
Working on healthy financial habits may be the last thing you want to think about during a crisis. But the steps you take right now may be just as impactful as the ones you don’t. If you are able to save and make small adjustments, you can make your eventual recovery easier.
GET TO KNOW YOUR INVESTMENTS
Underneath the broad asset classes of stocks, bonds and cash are a multitide of options for building a diversified portfolio. Learn about some of the most common investment
choices and how they can help you fine-tune the mix that’s right for you.
ROTH VS. TRADITIONAL 401(k)
Take a look at what's similar, what's different, and what's right for you.
ONE STEP AT A TIME
Simple budgeting steps during a challenging period
MARKET VOLATILITY AND YOUR RETIREMENT PLAN
How to be smart, not reactive, during turbulent markets
THE POWER OF 1%: SMALL CHANGES MAKE A BIG IMPACT IN RETIREMENT
The amount you need to save for a secure retirement can seem daunting. But, if you take it step by step, those retirement goals are more in reach than you realize. The smallest changes you make today could mean a huge improvement in your retirement security tomorrow.