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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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Career Extenders
Retirement

The Bureau of Labor Statistics (BLS) showed that in 2020, 10.6 million people 65 and older were still in the workforce. This demographic of individuals is known as Career Extenders, and unlike making your own sourdough bread, this trend isn’t going anywhere anytime soon. Read more to discover three simple steps to help prepare for a new age retirement. 

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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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