Issue 6, 2025
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| In this issue: | Investment Choices Made Simple Setting Financial Goals |
 | Investment Choices Made Simple Three paths. Four questions. One clear starting point. Whether you’re enrolling in your retirement plan for the first time—or you’ve been contributing for years—you face an important question: How do I want my money invested? This 15-minute mini webinar walks through the basics, helping you explore: • Three common investment paths, ranging from complete control to full professional help. • Four simple questions that can give you confidence in choosing what’s right for you. It’s a practical, easy-to-follow overview—designed to help you make informed decisions without overwhelming detail. What You’ll Learn: Step 1: Clarify your goals. We’ll walk through four questions that can help clarify your investment needs: • What’s your target retirement date? • What level of risk are you comfortable with? • Do you need to take more risk to reach your goals? • How confident are you in choosing investments? Step 2: Choose your path. You’ll also explore three common approaches to retirement investing: • Path A: Do it myself. Build and manage your own portfolio. • Path B: Help me do it. Use a pre-built fund, like a target date fund. • Path C: Do it for me. Get full account management from a professional service. Each path has pros and cons, but understanding them clearly can help you choose with confidence. ► Already registered? Login and watch the 15-minute webinar here. ► Not registered yet? See your email newsletter, or the Register button above, to learn how to get started. |
 | Setting Financial Goals Goal setting is for everyone Financial goals aren’t just for the financially secure. In fact, taking a few minutes each year to set meaningful goals can help you feel more confident and in control, even if your budget is tight. This short lesson from My Penny Earned explores: • How financial goals differ from a budget • Why some short-term goals matter just as much as long-term dreams • How debt, emergencies, and transportation choices can impact your ability to save • One simple approach to setting goals based on time and money Whether you’re trying to reduce stress, prepare for the future, or just get unstuck, this quick video (or article) can help you get started. Watch the short video now. ► Already registered? Login and watch the video ► Not registered yet? See your email newsletter, or the Register button above, to learn how to get started. |