Budgeting
Do you find it hard to save money for emergencies or retirement? If so, a budget may make you more aware of your income and your expenses, and it may enable you to make more informed spending and saving choices. Learn how to create a budget based on your personal preferences and look at different budgeting systems.
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Get Started Saving for Retirement
In this first video of a three-presentation series, we will cover: • Why save for retirement and how to get started with your workplace plan • How much you should contribute to your plan to make sure you're saving enough for your future • Accessing your money and the different options available to you • Basics of investing your savings — After this, we suggest watching "Foundational Investing" and "Roth & Pretax Savings, Which Is for Me?".
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Retirement Preparedness
This video covers what you need to ensure you are prepared for retirement: — Distribution options — Tax implications — Social Security — Making your savings last
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Taxes & Withdrawals: Keeping More of Your Retirement Money
Discover smart strategies to withdraw from your accounts in a tax-efficient way. We’ll explore the order of withdrawals, tax considerations, and how to help your savings last longer.
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