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Participant Insights

Portfolio rebalancing, how to budget your money, what’s an HSA and who needs one? Preparing for retirement is hard. From personal finance basics to retirement planning and everything in between, we’ve got a few ideas to make life a little simpler. Contact MCF with any questions.

Financial Wellness


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Four Elements of Financial Wellness

Ready to tackle your Financial Wellness Plan? Let’s explore ways to improve your financial wellness! Financial Wellness is the overall financial health of an individual. In general, how well do you think Americans manage their finances? Consider these facts: Only 28% of Americans think they are “completely financially secure”1. Out of those not yet retired, only 31% believe they are “on-track” with their retirement goals1. How can you avoid being a part of these statistics? Here are some goals you can focus on.

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Maximize Your Employer Match in 2025

Leveraging your employer’s retirement plan match is one of the easiest ways to boost your financial wellness. With over 50% of employers offering some level of matching, it’s an opportunity you don’t want to miss. Here’s how to make the most of it.

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Teaching Your Children Smart Saving Habits

To a child, being told to save money without understanding the purpose can seem meaningless. Teaching the value of saving can be challenging since it involves learning to delay gratification. That’s why education is essential. Use everyday opportunities to talk about money and engage your child in those conversations. Saving helps us learn to set priorities and achieve goals. Work with your child to identify saving goals and celebrate their wins when they have them!

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The “Clicking” Concept: Americans Struggle to Save for Retirement
Savings

Many Americans are finding it increasingly difficult to save for their futures. This challenge is often encapsulated by the term “clicking,” a concept that represents the ongoing process of managing daily expenses in a way that stretches a paycheck as far as possible. After covering essential costs—such as groceries, mortgage payments, childcare, and unexpected bills—there can be little left for savings. Click.… Click.… Click!

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Your Guide to A Financially Healthy New Year
Financial Wellness

Reexamining your finances at the start of the year may not seem as exciting as making a commitment to healthier habits or fitness objectives, but financial wellness is closely related to both mental and physical health. You might be surprised at how simple it is to take charge of your finances. Here are six actions will assist you in reaching financial success in 2025 and beyond.

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