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.
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...
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.
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
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