Entries by Fred Payne
Lunch & Learn
LUNCH & LEARN
FAQ
FAQ
Ask an Expert
ASK AN EXPERT
Video Library Blog
VIDEO LIBRARY
Financial Calculators
FINANCIAL CALCULATORS
Getting Out of Debt
GETTING OUT OF DEBT
Commentary & Insights
COMMENTARY & INSIGHTS
Historical Volatility Calculator
The most important factor is your ability to tolerate the investment risk your retirement objectives may require…
Increasing 401(k) Contributions
Calculate the impact an increase in contributions to your 401(k) will have on your take-home pay…
Estimating Retirement Income
Explore the interplay between savings rates, expected retirement dates, target income and life expectancy…
Retirement Video Series
NO BETTER PLACE TO START
Without a doubt, the very best way to start saving for retirement is your 401(k). Take advantage of this great company benefit.
Investment Video Series #1
YES, WAY TOO MUCH JARGON!
Not much effort is required to understand the basics of investing — and its jargon. Know the lingo and you’ll have a better retirement.
Investment Video Series #2
DECISIONS. DECISIONS. DECISIONS.
Not making a decision about how to invest your savings in the company’s retirement plan is actually an investment decision.
Target Date Investments
PICK A NUMBER. ANY NUMBER.
The starting point for knowing how much risk is appropriate for your investments can be as simple as picking the year you plan on retiring.
Understanding Investment Returns Video Series
GETTING INTO THE WEEDS.
By now, you should be fairly knowledgable about investing. These videos will “up your game” and make you a better investor.
Certified B Corporation
We are one of fewer than 2,000 companies worldwide who have met verified, rigorous standards…
Cost Of Delay
A delay in getting started saving money can be quite expensive—a cost you may not be able to pay!
The Household Budget
For some of us, the only way we are going to achieve our financial goals is to stick to a budget.
Pay Down Your Debt
The most common reason people fail to achieve financial goals is debt payments consume all of their discretionary money.
BUSINESS HOURS
- Monday-Friday: 8:30am to 4:30pm
- Sat-Sun: Closed
