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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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Teach Your Children (To Save) Well

Saving money can be hard to teach since it revolves around delayed gratification. Education is key. Look for teachable moments where money is concerned and engage with your child. Saving teaches us how to set goals and prioritize. Help your child define saving goals and celebrate reaching those goals!

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Retirement Word Scramble

Investing your money into retirement savings early is important to setting yourself on the path to your ideal retirement. Whether you plan to travel on vacation with your family or relax on a golf course, having a structured plan until you retire could allow you to do whatever makes you happy in retirement. Do not let your success over the years waste away, save your money now so you could enjoy your freedom later!

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