Participant REACH Education Articles
Our REACH campaign is published monthly to educate and assist you in managing your retirement plan account(s) and your overall financial wellness to help you reach your life goals. You can access our library of REACH articles here.
January 2026 | Take the temperature of your retirement plan
Taking the time once a year to review your plan can help you identify issues that could have an impact on your future financial health. View this checklist to help you assess the state of your retirement planning.
February 2026 | Inflation and your retirement security
With inflation impacting everyday costs, it’s important to understand how it can affect retirement savings — and what you can do about it. Read this article to explore practical steps you can take to help protect your retirement savings.
- January 2025 | What you need to know about your will
- February 2025 | The perils of cosigning a mortgage loan
- March 2025 | How and where to store important financial and personal records
- April 2025 | How and when to enroll in Medicare
- May 2025 | Look into the future
- June 2025 | Reviewing finances before remarriage
- July 2025 | Buy-and-hold as an investing strategy: Weigh the pluses and minuses
- August 2025 | Avoid family strife: Discuss how you intent to have your assets distributed
- September 2025 | Uncle Sam's education tax breaks
- October 2025 | Safeguarding your 401(k) account
- November 2025 | Holiday budget: It's not an oxymoron
- December 2025 | A checklist for the New Year
- January 2024 | Pay yourself first
- February 2024 | Workers less confident about their ability to retire comfortably
- March 2024 | Changing your job? Don’t overlook potential tax issues
- April 2024 | Don’t forget retirement health care costs
- May 2024 | Avoiding inheritance conflicts
- June 2024 | Dealing with debt before retirement
- August 2024 | Bonds versus bond funds
- September 2024 | Buy-and-hold as an investing strategy
- October 2024 | Strategies for first-time home buyers
- November 2024 | Life lessons: Don’t have a mid-career savings crisis
- December 2024 | Three major changes to 529 college savings plans
- January 2023 | Have fun as you age
- February 2023 | Shrinking a mountain of debt, one piece at a time
- March 2023 | Turbocharge your retirement plan
- April 2023 | Helping to care for aging parents
- May 2023 | Handling market volatility
- June 2023 | Charting a long-term course
- July 2023 | A heads-up for the soon-to-retire crowd
- August 2023 | Build health care expenses into your retirement planning
- September 2023 | What your last tax return can tell you about your finances
- October 2023 | How young adults can establish credit
- November 2023 | Make life easier for your executor
- December 2023 | Retiring in a bear market — A survival guide