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Planning Tools

Investing for Your Future

Introduction

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?

Participant Login

Login to access your account information.


Sponsor Login

Login to access your plan information.


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©2007 Arnerich Massena Education, Inc. All rights reserved. This workbook is to be used for educational purposes only. All investments have some kind of risk. This workbook is an educational tool to help you make informed financial decisions in planning for your retirement. It does not advise or recommend specific investments or investment strategies.

AFN39434_0608

 
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