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Investment Options and Performance

Click on the link to see the current investment options, performance, and expense ratios.

Investing 101

Want to understand what a target date fund is? What is a glidepath and the difference between a "to" fund and a "through" fund? In this presentation I review all of that plus expenses and how a target date fund can help you reach your retirement goals.

My Future Self

Your Future Self

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...

A suite of tools at your disposal

Product name

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

Click here to login to your retirement account.

Visit Castle Rock and Make The Climb

Cattle Drive through Castle Rock
Starlighting 2023 Fireworks
Starlighting 2023 Guests
Keepers of the Rock
Michele Suriano Yoga
2017 Awards Ceremony PLANSPONSOR of the Year with Ian Bird
Mount of the Holy Cross 2013
Starlighting 2021
FallStroll- Small Size
Picture from Castle Rock PEP Rally 10-8-2022_Moment
Screen Shot 2023-09-14 at 1.36.42 PM
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