Employee Financial Resource Center

Retirement Plan Check-Up
Team SummitEmployee Financial Resource Center, Retirement PlanningComments are off for this post
It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. We make annual appointments to check in with our health, but shouldn’t we also be periodically checking in on our wealth? Having a financial plan for retirement is critical, but so is  Read More →
Four Basic Steps for a Successful Retirement
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
We know that most plan participants are not financial experts, and that can make planning for retirement difficult. Fortunately, there are some basic steps that you can follow to work toward a successful retirement. Learn the basics of saving and investing Understand the basic types of investment products, like stocks, bonds, and money market accounts.  Read More →
Yes, Time is Everything: Staying in the Stock Market
Team SummitEmployee Financial Resource Center, Investment Management, Retirement PlanningComments are off for this post
Time In the Market Has Proven Better Than Trying to Time the Stock Market The recent market volatility brought on by COVID-19 has been unsettling to investors as the way forward has become more uncertain and in some cases, changed daily. Recent market volatility has been both dramatic on the downside, with the S&P posting  Read More →

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