The Participant EffectSM utilizes an online personal Financial Wellness Assessment to gauge your financial needs and provide custom education to help you meet your financial goals! Take the Assessment to receive a customized analysis of your current financial situation and recommended steps to help improve your position. It will also provide links to resources, articles, checklists and calculators designed to improve your financial literacy.
Perhaps you’ve lost a job, faced an illness or have been delt a family crisis that emptied out your emergency fund. What are your next steps?
You’re eyeing center-hall colonials in your neighborhood and dreaming about the garden you want to plant in the backyard and all the holiday celebrations you’ll host. You’ve saved toward this goal and think you’re ready to pull the trigger. But the real question is: How much house can I afford?
Or is it?
Social Security’s financial cliff is coming closer into view. Experts project that the fund that pays for government retirement benefits through FICA taxes will be depleted within the next 15 years.
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