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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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Are You Over Age 50?
Retirement

If you turn age 50 anytime in the calendar year, you are eligible to contribute an additional $7,500 into your plan as a catch-up contribution. This is in addition to the $22,500 annual limit.

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The Power of Staying Invested
Investments

Some investors try to “time” the market or buy and sell based on their guess about what the market will do next. By doing so, they often miss out on the best days. There is a big difference between investors who stayed in the market during volatile periods with those who only briefly left but missed some of the market’s best upswings.

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When is Risk Too Much?
Investments

Asset allocation and diversification are key components of your portfolio. As you get closer to retirement, it becomes increasingly important to shift a portion of your portfolio to more conservative investments like highly rated bonds and cash.  Read more to discover how you can diversify your assets to make the most of your retirement.

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Building a Bright Retirement Future
Retirement

Clear, achievable, and meaningful goals can lay the foundation for success. Along your goal-setting journey, you may encounter various obstacles that are important to take into consideration when creating a well-defined financial plan.

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