We are excited to introduce our newest series of financial wellness resources, Smart Steps with Moneta! We understand that retirement planning can feel overwhelming. After working with thousands of retirement plan participants each year, we noticed that certain investing and retirement concepts consistently create confusion, making it harder to make confident, informed decisions. The goal of Smart Steps is to help you navigate these confusing concepts and build confidence in your financial decisions.
Here’s an introductory video from Moneta Partner, Jake Winegrad, that explains how this series came to be.
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