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Business Spotlight
We are working on our first business spotlight interview. Check back soon!
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Investment Options and Performance
Click on the link to see the current investment options, performance, and expense ratios.
Investing 101
Curious about what a target date fund means? Want to learn about a glidepath and the distinction between a "to" fund and a "through" fund? Perhaps you're wondering how much you should save and what your target savings rate is according to the National Savings Rate Guidelines. Explore these presentations where I cover all of these topics and provide you with practical advice to help you achieve your retirement goals.
A suite of tools at your disposal
Complimentary Financial Planning Software
All Castle Rock PEP participants have access to complimentary financial planning software and individual investment advice. Please feel free to create a free account via Castle Rock's personal link here.
Schedule a One-on-One Meeting
We can discuss any financial topic that will support your financial security.
Ideas include:
• How much should you save?
• Your Social Security benefits
• Estate planning basics
• Which investments are right for you
• Budgeting tools
• How much emergency savings is right
• 529 plans
• Student loans
• Freezing your credit profile and how to do it
Castle Rock PEP
Login or Enroll in the Castle Rock PEP at Slavic401k
Your Future Self will
Thank You
Does your future self seem like a stranger? Are you willing to make sacrifices for your future self today? Can you imagine what your older self may feel one day? Let's close that gap and take a glimpse of ourselves at 70. Dare to share is coming soon...