DirectNEWS

DirectNEWS is a quarterly publication designed especially for retirement plan participants. The newsletters contain articles on various retirement and investment topics to help educate and assist participants in managing their retirement accounts.

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Direct News - Spring 2023

“Big Picture” Retirement Planning

What makes a successful retirement? Of course, financial security is a critically important retirement goal.  But it’s not the only component of a truly successful retirement.  Other factors can also play an important role…

Is Your Home A Retirement Asset?

Some questions you should ask yourself if you plan to rely on the equity in your home to finance some or all of your retirement…

Direct News - Winter 2023

Are You Ready? A Checklist for the New Year

The start of every new year brings the promise of new beginnings. It’s a time to think about setting new goals and resolving to do new things. If one of your resolutions is to find new and better ways to manage your finances and invest your money, then jump-start your efforts with the checklist that follows…

Who’s Your Beneficiary?

When you joined your employer’s retirement plan, you probably named a beneficiary for your plan account and quickly forgot about it. But you should take time to review your retirement account beneficiary designation every so often. You may find that you want — or need — to change it…