Your track to financial wellness

Whether launching a career, starting a family or heading on the road to retirement, we all need good directions and a solid path to reach long-term financial success. The financial wellness education curriculum by OneAmerica Financial, can show you the way.

Mid adult gay couple talking and having fun while cooking in a kitchen

Your path to financial confidence

Everyone’s financial path to retirement looks different. And each stage of life brings unique financial situations to learn about and maneuver through. The financial wellness education from OneAmerica Financial meets you where you are in your journey, steering you toward valuable education tools to help you now and in the future.

How many years are you from retirement?

Mastering these topics can help build confidence that you are establishing good financial habits and getting a head start on retirement success.

  • Check in during “Pretirement”

    Starting contributions early and periodic check-ins to your retirement account are key to a building a confident retirement. This is especially true during your pretirement years. Check out this video to learn more about pretirement and how you can still splurge on a good cup of coffee and the occasional mani-pedi.

  • Mature man working on laptop with diary while sitting on chair at home.

    Five tips for coping with market volatility

    How you react to economic uncertainty can make a difference in your retirement preparedness. The following suggestions may help you stay more in control of your investments during periods of market volatility.

  • 916358434

    Check your retirement planning progress in five steps

    An annual retirement plan checkup will show where you stand now and help you zero in on any adjustments you may need to make.

     

  • The cost of waiting

    While you may find yourself putting off retirement preparation, it’s important to understand that delaying it may have a negative impact on your long-term financial success. Contributing just a little bit now can mean additional tens of thousands of dollars upon retirement.

  • Develop your retirement strategy

    It can be difficult to know how to navigate your track to retirement if you don’t have a clear idea of your destination. Having a strategy and checking it regularly can help keep you on course.

  • Retirement Resources

    These tools can help you understand the advantages of preparation.