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July 2025
- Are You Ready to Buy a Home?
- Six Tips for Budget-Friendly Back-to-School Shopping
- Tip of the Month: Know How Much You Need
- Tip of the Month: See if You’re on Track
- Six Holiday Budgeting Tips
- Beneficiaries: Have a Plan for Your Assets
- Tip of the Month: Savings and Spending Check Up
- Retirement Planning: Pre-Tax 401(k)s vs. Roth 401(k)s
June 2025
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Tip of the Month: Know How Much You Need
Posted: July 31, 2025
Retirement is likely the most expensive, largest financial goal you will plan for. However, many people are trying to save for retirement while juggling other financial obligations, like debt. Even though you may have a lot on your plate financially, it’s important to make progress towards retirement, and assessing your situation along the way can help you. Log into your retirement plan website for insights on how you’re trending. You can also use this general calculator on Nerdwallet to see if there’s a gap between what you’ll need for retirement and what you’re projected to have saved.