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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

investment-education

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.

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Retirement Savings Calculator

Are you on track to retire on time?

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.

My Future Self

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...

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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