Participant REACH Education Articles

Our REACH campaign is published monthly to educate and assist you in managing your retirement plan account(s) and your overall financial wellness to help you reach your life goals.  You can access our library of REACH articles here.

January 2024 | Pay yourself first
The reality is that you have to take matters into your own hands when it comes to retirement. Learn what you can do to lay the groundwork for a financially secure retirement.

February 2024 | Workers less confident about their ability to retire comfortably
Check out highlights from the 2023 Retirement Confidence Survey, which may help you assess where you stand with your own retirement planning.

March 2024 | Changing your job? Don’t overlook potential tax issues
Learn about some important tax-related issues that you should pay close attention to if you’re changing jobs.

April 2024 | Don’t forget retirement health care costs
Learn about the impact of health care costs to your retirement budget and how to plan ahead.

May 2024 | Avoiding inheritance conflicts
Learn ways to pass your wealth as smoothly, tax efficiently and quickly as possible.

June 2024 | Dealing with debt before retirement
Should you make it a priority to retire your debts before you retire? Learn how proactive planning can help pay off or substantially reduce debts.

August 2024 | Bonds versus bond funds
Compare individual bonds and bond funds to help you determine if you should add to your portfolio for stability and diversification.

September 2024 | Buy-and-hold as an investing stratgy
Weigh the pluses and minuses of a buy-and-hold investing strategy to help determine if it’s right for you.

October 2024 | Strategies for first-time home buyers
Learn the steps that will help you make informed decisions as you start out the road to home ownership.

November 2024 | Life lessons: Don’t have a mid-career savings crisis
Discover tips to avoid getting caught up in what’s going on today so you can successfully prepare for your future financial security.