$MART $TEPS
Helping participants make
healthy saving and investing decisions.
About the Series
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.
Meet Your Team
Smart Steps Library
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Smart Steps – The Importance of Checking Your Credit Report Each Year
In this Smart Steps with Moneta video, Senior Retirement Advisor Mona Gooden highlights the importance of checking your credit report…
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March 2026 Smart Steps – Debt: The Good, The Bad, and What You Need to Know
Not all debt is created equal. Some can help you build wealth, while others can drain your finances. Understanding the…
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January 2026 Myth Busters – IRAs and 401(k)s are Pretty Much the Same Thing
Are IRAs and 401(k)s basically the same? It’s a common myth—and one we hear all the time from retirement plan…