Products May 4, 2016

EBSA Covers Client Basics in Video Series

A new video series from the Employee Benefits Security Administration covers topics including setting financial goals, budgeting, determining a retirement savings rate and managing debt. 
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The Department of Labor’s Employee Benefits Security Administration (EBSA) has posted the “Savings Fitness Financial Planning Video Series,” featuring four short educational videos on the following topics:

• Setting Financial Goals, which helps workers establish their short- and long-term goals and think about how to accomplish them (available here);
• Budgeting, which helps workers organize financial documents, set up a budget and track their progress (available here);
• Determining a Target Retirement Saving Rate, which helps workers figure out what percentage of their current annual salary they should be saving for retirement (available here); and
• Debt Management (available here).

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