Title WELLNESS AND FINANCIAL CENTER
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All topics

Spending

  • Create a budget in three steps
  • Manage your debt
  • Four things to consider before borrowing money
  • Manage your credit cards
  • Flexible spending account

Saving

  • Save more with tax reform
  • Have an emergency fund
  • Participate in your retirement plan
  • Maximize your contributions
  • College savings
  • How much money could you need for the future?
  • Three ways to contribute to your retirement plan
  • Manage your health and wealth

Investing

  • Investing 101
  • Working with an advisor
  • Find your investing style in three easy steps
  • Four basics to understanding target date funds
  • Three things every investor should know

Protecting

  • Estate planning
  • Disability and life insurance

Life events

  • Transitioning to retirement
  • New job? Your savings should keep working.
  • Marriage: Things to do after saying "I do"
  • Got a baby on the way?
  • Caring for aging parents
  • Birth and adoptions distributions/Distribuciones por nacimientos y adopciones
  • Healthcare help for public safety officers
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