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Have you checked your UNC Retirement Plan Lately?
As a part of UNC’s retirement benefits package, and to help you build a solid financial future, UNC participants have access to CAPTRUST as a resource to help you with important financial decisions. CAPTRUST is here to provide you with access to professional, unbiased financial advice. With no products to sell participants, CAPTRUST’s main goal as a fiduciary is to help you improve your overall retirement readiness.
It’s generally a good idea to review your retirement savings plan at least once a year, and when major life changes occur. If you haven’t given your plan a thorough review within the past 12 months, now may be a good time review the following:
- Reassess Your Retirement Income Needs
- Re-examine Your Risk Tolerance
- Is Your Asset Allocation Still on Track?
- Regaining Your Portfolio Balance
A little maintenance goes a long way. Although it’s generally not a good idea to monitor your retirement account on a daily basis, it’s important review annually to account for life changes, your retirement income needs, your risk tolerance, and make any necessary changes.
To schedule your one-on-one appointment with CAPTRUST, click here.
Get Your Retirement on track in three steps
The earlier you get help with a plan for savings, the easier it may be to live the life you want later. SAVE. MANAGE. PROTECT.
SAVE: Are you saving enough?
Every day counts when it comes to saving. Don’t let common barriers stop you.
MANAGE: Are you properly diversified?
Different types of savings have different “jobs” to do. Some help grow your savings while others help protect it. Having a variety of investments can help you manage your risk. TIAA will look at things like your age, financial picture, goals and tolerance for risk and develop a strategy that fits your goals.
PROTECT: Is your portfolio protected?
Volatile markets can be stressful and put you on edge about your savings. Having guaranteed assets in your investment mix can be important to your long-term security.
If you’re off track, act now! Meet with TIAA to get back on track. Review your spending to see if you can shift priorities to save more. Any amount you add can go along way. TIAA can review your savings, investments, make suggestions and help you update your account.
To schedule your one-on-one appointment with TIAA, click here.
Engagement Corner
TIAA: Help boost your financial know-how with TIAA’s live webinars.
April 10th @ 12pm ET: Quarterly Economic & Market Update
April 16th @ 2pm ET: Fine-Tuning Your Retirement Strategy: Investing Toward a Secure Future
April 18th @ 3pm ET: Start to Finish: The Early Career Woman’s Guide to Financial Wisdom
April 24th @ 1pm ET: Staying Safe in the Age of AI
May 1st @ 12pm ET: Opening Doors to the Future: Save in a 529 College Savings Plan
May 7th @ 2pm ET: Invest for Success: 5 Principles You Need to Know
May 16th @ 3pm ET: Basic Estate Planning Strategies
May 21st @ 1pm ET: Make the Move Toward Long-Term Financial Security: Your Mid-Career Retirement Check-In
June 4th @ 12pm ET: Write Your Next Chapter: 5 Steps to Setting Your Retirement Date
June 12th @ 2pm ET: Charting Your Course: A Financial Guide for Women
June 20th @ 3pm ET: The Starting Line: Beginning to Save for Retirement
June 25th @ 1pm ET: Take Control of Your Financial Life: 5 Steps to Managing Money and Debt
To see currently scheduled live webinars or previously recorded on-demand webinars, visit www.tiaa.org/webinars2024
