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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: See if You’re on Track
Posted: July 16, 2025
Knowing whether you are on track for retirement can help you understand if you need to make modifications to your savings strategy. Many plan providers have access to retirement income projection tools and wellness scores on their websites, so logging into your retirement account is a great place to start. However, if you are looking for a quick, general benchmark of how you’re doing, check out this calculator from Nerdwallet. You can modify the data on the left to see if you have a gap in what you’ll need for a comfortable retirement.