Eye Openers
By the Numbers
Best Practices
Pitfalls
Who Ya Gonna Call?
(or click)
100
The % of current American workers who have calculated how much they will need to save for their retirement.


What is 44% ?

(Source: EBRI Facts Sheet, 2014)

Are you ready?
View the Facts Sheet.
100
The age at which you can add up to a $5,500 catch-up contribution.


What is 50?

Learn More Here
100
The #1 reason it pays to save early.


What is the Power of Compounding?

Get more even when you save less.
Use the Calculator

100
Even if your Retirement Plan allows these, you shouldn’t take one.
Those dollars end up being taxed twice.


What are loans?

Read more about it.
100
Go to this site to apply for Social Security.


What is the Social Security website?

Visit ssa.gov
200
The #1 reason for changing your expected retirement age.


What is a poor economy ?

(Source: EBRI Facts Sheet, 2014)

Is your expected retirement age accurate?

Check out the full report.
200
The current Social Security full retirement age.


What is 66?

See how different retirement ages are calculated.
200
An easy way to boost your retirement savings each year.


What is increasing your contribution annually?

Use the calculator

View the increase your contribution amount chart
200
Changing jobs? Do this!


What is a rollover?

Check out the article.

Use the 401(k) Rollover Calculator
200
When you retire, a membership to this gets you benefits and discounts.


What is the AARP?

Go to the AARP site
300
The % of American workers currently saving for retirement.

What is 64% ?

(Source: EBRI Facts Sheet, 2014)

Make sure you have a plan, and are taking advantage of the power of compounding.
Check out the Stats
300
The average monthly Social Security check in 2014.


What is $1,294?

Calculate your age and benefits
300
Everyone should take advantage of this benefit.


What is the company match?

Check out the Matching contributions chart

300
Matching dollars are often referred to as this.


What is Free Money?

Crunch some numbers here.

Check out the video.

300
How much Social Security can you expect?
On this site, you can project your Social Security benefits.


What is www.ssa.gov?

Go to ssa.gov
400
The amount of money a 65-year old couple retiring in 2013 can expect to spend on health care.


What is $220,000 ?

(Source: Fidelity, 2013)

See the Effects of Health Care on Retirement.
400
The maximum amount you can contribute to your 401(k) for 2014.


What is $17,500?

See Contribution Limits here.
400
Financially speaking, you should check this annually.


What is your credit report?

Visit annualcreditreport.com
400
This phrase refers to having all your retirement dollars in one type of investment.


What is "putting all your eggs in one basket”?

Try the Asset Allocation Calculator.
400
THE local resource for your retirement plan.


What is Union Bank & Trust?

Visit us online

Check out the Education Center
500
This action causes the most serious impact on retirement savings balances.


What is cashing out when changing jobs ?

(Source: EBRI Facts Sheet, 2014)

Get More Info.
500
The age at which you are eligible for Medicare.


What is 65?

Check out the Eligibility & Premium Calculator
500
The % of income that you should save for retirement.


What is 12%-15% of your salary?

Use the 401(k) Calculator
Or the Retirement Shortfall Calculator
500
This can keep you awake at night.


What is taking on too much investment risk?
What level of risk is right for you?

Find out with our Risk Tolerance Questionnaire.
500
This site is a complete resource for Federal taxes.


What is the IRS?

Visit their site

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