Employee Education Resources

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We treat education as a process rather than a one-time event, supporting your employees’ financial wellness each step of the way.

Quarterly Newsletters

This issue discusses how to cultivate a realistic budget that can help you harvest a better financial future.
This issue discusses how to cultivate a realistic budget that can help you harvest a better financial future. (Spanish)
This issue discusses seven age milestones that will impact your retirement planning, how embracing more fiber in your diet is good for your heart and why 529 plans may make more sense than ever.
This issue discusses seven age milestones that will impact your retirement planning, how embracing more fiber in your diet is good for your heart and why 529 plans may make more sense than ever. (Spanish)

"The Basics of" Series

The basics of budgeting including how setting a budget can help achieve financial goals, the steps to set a budget and how your net worth can benchmark your progress.
The basics of managing debt including keys to taking on debt, good and bad debt, managing credit cards wisely, and understanding your credit card score.
The basics of investing including basic concepts along with knowledge to give the investor confidence and a sense of empowerment to form an investment strategy.
The basics of retirement planning including basic savings mantras, savings vehicles, and steps to achieving retirement saving success.
The basics of social security including full retirement age, benefits of waiting, and how to estimate your benefit.
The basics of estate planning including wills, trusts, probate, with the advantages of naming beneficiaries.
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Financial Education Library

Will you and your loved ones be ready the next time disaster strikes? By planning ahead, you can protect yourself and alleviate some of the confusion, fear, and loss. The following worksheets will help you get started.
Just as to-do lists can be a key part of planning, do-not-do lists can be helpful reminders to avoid mistakes that others have made.
It can be easy to lose track of retirement accounts from previous employers when you no longer work there. This discusses the options you have when it comes to those old plans.
Recent history has moved many of us to take another look at our finances — a smart thing to do in any economy.
Economic downturns and turbulent investment markets can make people nervous, but recognize these events as a normal part of the economic and investment cycles.
To live a long life, you’ll need a healthy supply of money to go the distance with you.
Many people struggle over which financial statements and records to keep — and for how long — and which ones to throw out.
You’re on to the next adventure in your life and career, but don’t forget about your retirement account. It’s important to explore your options to keep that money working hard for your future.
Whether the goal is saving for a house, college, retirement or a legacy, making a long-range plan — and sticking to it — are important parts of an investment strategy.
Life insurance plays a key role in the financial planning process.
Discusses the pros and cons before tapping funds from your workplace retirement account.
Net worth is the difference between what you own (your assets) and what you owe (your debt).
Creating an investment mix is how you decide to allocate, or divide, your assets or investment dollars.
Thinking about how you’ll pay for long-term care should be a part of everyone’s retirement planning process.
Retirees have a different type of R & R - they should review and revise their plan.
The Roth 401(k) feature allows you to invest after-tax dollars (allowing them to grow on a tax-deferred basis) and take qualifying distributions tax-free.
Teaching your children to be financially responsible is one of life’s critical lessons.
Learn how to handle the challenge of competing financial goals.
Features six key items that appear on a credit report, with tips on how to fix any errors you may find. It also offers tips on understanding your credit report, and fixing any errors you may find.
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Your Money Questions Answered Podcast

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Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. GRP, Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial.

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