Driving better results in retirement outcomes.
It’s not often that we dedicate ourselves to the topic of investment results and all the activity that goes into them. It’s true: small improvements in investment results over a long period of time makes for big impact.
At 5%, $100 a month deposited faithfully over 40 years can grow to over $153,000. (We’re using a simple calculator from Nerdwallet. Do try this at home).
Best Practices: Linking Financial Literacy with Financial Experience
Here’s something we think: it’s hard to have very good financial literacy without some financial experience.
Until you have a financial account, the financial system will probably be a mystery to you
Until you have investments, they are probably going to be quite mysterious too
Retirement Security Matters: September 7, 2023
September is here, and RSM is back on its bi-weekly schedule! Get ready for fall with insights on prepping for 2024, fresh state metrics nearing the $1 billion milestone, key state updates, best practices, Hot Sauce, cool finds, and a standout Pic of the Week. Dive in!