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Do-It-for-Me Investing: Target-Date Funds

Brendan P. Speers, AIF®, CPFA | December 11, 2020

HEALTH. WEALTH. WISDOM.

Legacy Planning Retirement Plan Services invites you to check out and share the latest issue of our retirement-focused participant quarterly newsletter — Health. Wealth. Wisdom. This quarter’s issue features:

  • A look at how target-date funds can remove the guesswork from retirement investing
  • A 401(k) account maintenance checklist that will get you prepared for the new year ahead
  • Three tips to keep your holiday spending reasonable and your stress levels manageable

It’s a quick read, and you’ll get great tips that can help you feel better at work and better about saving for your future. Please download and share with your employees!

ACCESS THE NEWSLETTER

And, as always, don’t hesitate to contact our team with questions or to discuss anything about your retirement planning or overall financial picture.

Legacy Planning Retirement Plan Services

855-378-1415

retirementplans@legacy-online.com 

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Brendan Speers is the firm’s Director of Retirement Plan Services. He joined Legacy Planning in 2014 and has over ten years of service in the financial services industry – solely focused on helping corporate and non-profit retirement plan programs for the past eight years.

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