Emotions & Investing
Financial Wellness
Recording
Retirement planning involves many complex decisions. This video will help you better understand emotions and behaviors with your retirement account. We discuss mental shortcuts savers use with their savings and investments. Plus, we give you simple suggestions for combating negative behavior to help you succeed.
Additional Resources
Holiday Spending
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It’s A New Year, Turn A Fresh Financial Page
The start of a new year is a time when many of us reassess our finances and look to make improvements. This presentation will walk you through that process and give you tips to think about with your retirement savings. We discuss: • prioritization • making small impactful changes • new IRS limits • financial documents you might want to get in order this year
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