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Participant Insights

Portfolio rebalancing, how to budget your money, what’s an HSA and who needs one? Preparing for retirement is hard. From personal finance basics to retirement planning and everything in between, we’ve got a few ideas to make life a little simpler. Contact MCF with any questions.

Financial Wellness


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Navigating Health Savings: Your HSA Guide

Health savings accounts (HSAs) have surged in popularity over the years. You may have encountered them, possibly as part of the benefits offered by your workplace. This article attempts to answer frequently asked questions about HSAs.

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Retirement Readiness Checklist

As you approach retirement, you want to make sure you are maximizing your savings. The CDC says the average 65-year-old woman can expect to live to age 86, while a 65-year-old man can expect to live to age 83. That is 25-30 years that you will need in savings, if you plan to retire at the normal retirement age. Here are some manageable steps that you can take to plan your retirement.

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Tax Tips to Maximize Your Retirement Savings

Retirement represents a major turning point in one's life. One factor that remains, regardless of this new chapter in your life, is the presence of taxes. Considering all the potential variables, however, it makes sense to develop a customized retirement income plan.

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Roth in Review

Roth retirement plan contributions have the potential to allow individuals more flexibility in saving for retirement, whereby giving investors more control over the taxable alternatives. However, it is important to weigh the pros and cons. Read more to see if Roth is right for you.

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Seven Tips to Prepare You For Retirement

A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of time to make the strategic changes and improvements that will bring your retirement goals closer to reality. Here are seven things you should know to strengthen your retirement strategy.

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Strategies for Maximizing Workplace Retirement Benefits

Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is crucial for improving your financial security. Even if your employer's contribution is modest, neglecting to participate means leaving money on the table. Before enrolling in your company's retirement plan, it's essential to understand how to optimize its benefits.

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