Financial Education is an important part of developing financial literacy. Castle Rock Investment Company provides live webinars on a quarterly basis to review the basic concepts necessary for the accumulation and decumulation (retirement) stages of their lives and answer questions they may have.
Below is a sampling of past webinars:
Target Date Funds Made Simple: An overview of glide paths, fees, and how best to use a target date fund to achieve your retirement goals.
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Can I Rely on Social Security?: An overview of the Social Security benefit formula, financial status of the program, and projection of future benefits.
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Retirement Paycheck: Income Solutions: Kelli Hueler, CEO and founder of Hueler Companies, provides an overview of guaranteed lifetime income, how to calculate your income gap, and how to obtain an annuity quote with no purchase obligation through Income Solutions®.
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Budgeting Strategies that Work!: Carol S. Craigie, CFP, ChFC, MA, author of “The Psychology of Money” and founder of Fiscal Fitness Clubs of America provides an overview of practical tips on establishing and sticking to a budget.
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How Do I Create Monthly Income in Retirement?: An overview of common retirement income strategies.
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Traditional versus Roth 401(k): An overview of the difference between traditional and Roth 401(k) monies and the 5-year Roth “Clock”.
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The Basics of Asset Allocation: An overview of the concepts surrounding asset allocation and the construction of target date fund glide paths.
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Replacing Your Income in Retirement: An overview of replacement ratios, Social Security benefits, and target savings rates.
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Castle Rock Investment Company, formed in 2006, is an independent woman-owned SEC-registered investment adviser located in Castle Rock, Colorado. We specialize in individual financial plans and qualified service plans.