Running along your financial journey, you need to focus on your short and long-term goals.
Sorting your expenses between the necessary and discretionary will help prepare your budget for bumps.
Paying off debt is important, but not at the expense of savings and retirement plans.
Sure, there’s financial planning. But retirement takes some organizational and emotional preparation too.
Understand the level of risk you are personally willing to accept before committing money to investments.
Envisioning your retirement in three distinct stages, or "buckets," may help your planning.
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Insurance, annuities and investment accounts
401(k) and pension plans
Government, education, healthcare, not-for-profit plans
Retirement Access Login