A high-level summary of how the stock and bond markets have behaved recently and what history can show us about navigating periods of market movement.

This GuideSteps webinar is a practical, easy-to-follow session that highlights helpful money habits, common pitfalls to avoid, and simple steps to keep your retirement savings and legacy on track. Key Takeaways: Build Strong Habits: Learn everyday financial practices that support long-term growth. Avoid Costly Mistakes: Discover common errors that can slow your retirement progress. Retire with Confidence: Navigate Social Security, Medicare, long-term care, and estate planning

Understanding Social Security can feel confusing, so this GuideSteps webinar explores the fundamentals of Social Security and strategies to help you best use the benefit Key Takeaways: Timing trade-offs: making an informed decision Rules and considerations for couples Rules for divorced individuals The future of Social Security benefits Passcode: 316220 Speakers: Marina Moths , VP Financial Wellness - Spectrum Investment Advisors Sharon Carson, CRPC, Retirement Strategist Ex

In our latest webinar, Making the Most of Your HSA, we explore how Health Savings Accounts go far beyond covering medical expenses....