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This workbook will help you

  • Identify your long term financial goals.
  • Achieve your goals by saving and investing.
  • Understand important investment concepts.
  • Learn more about investment opportunities offered through your employer-sponsored retirement plan.
  • Create or review your retirement savings and investment strategies.

You may have to save more money than you think for a secure retirement because...

  • Social Security was never designed to do more than supplement your own retirement savings, pension, and investments.
  • By the time you retire, Social Security may replace as little as 20% of the income you need to maintain your standard of living.

You may spend more than 20 years of your life in retirement

  • Will your retirement savings last that long?
  • How much money will you actually need to have a financially secure retirement?

Getting Started