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For help with stocks, mutual funds, insurance and more, see Dean Bertsch, our Financial Advisor.

Short Course

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On Track to Retire:
Build a Financial Lifeboat
This 12-minute short course is designed for anyone trying to recover from a cracked–or broken–retirement nest egg. It helps you take inventory of where you stand, take stock of personal challenges you may face in retirement, revisit your retirement goals given today’s economy, calculate how much money you may need during retirement, and address all income options during retirement START

About Face:
Hit the Reset Retirement Button

 This 13–minute short course is designed for anyone who wants to get–and stay–on track with their finances. It helps you assess your current situation, calculate how much you can afford to spend on credit, decide on action steps to take now, know what to do if you can’t pay bills, and change money habits for life. START

Back to Basics:
Manage Spending and Credit
in Tough Times

 This 12-minute short course is designed for anyone who wants to get organized and reduce clutter. It helps you understand the costs of not being organized, tackle a recordkeeping system in six easy steps, create your own filing system, decide what to keep or shred, decide the best place to keep important papers and for how long, automate your finances to reduce paperwork, compile a financial notebook, create a personal property inventory, and disaster-proof important papers. START

Paper Shuffle:
Organize Financial Records

 This short course is designed for anyone who wants to put a retirement savings plan back on track. It will help you assess your risk tolerance, calculate liquidity needs, consider tax consequences of investment choices, revisit types of investments based on the current economic situation, understand and consider dollar-cost averaging and laddering, diversify your investment portfolio, review asset allocation given age and risk tolerance, and make a plan for retirement account withdrawals.

Coming
Soon...
Portfolio Overhaul:
Minimize Risk for Long-Term Gain

 This short course is designed for anyone who’s looking for additional resources. It will help you know how to select an investment professional, keep track of important deadlines such as applying for benefits, avoid common investment mistakes and fraud, stick with legitimate sources of information, and find local resources.

Coming
Soon...
Route to Readiness:
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