Your Track to Financial Wellness

Whether launching a career, starting a family or heading on the road to retirement, we all need good directions and a solid path to reach long-term financial success. The financial wellness education curriculum by OneAmerica^®, can show you the way.

Your path to financial confidence

Everyone’s financial path to retirement looks different. And each stage of life brings unique financial situations to learn about and maneuver through. The financial wellness education from OneAmerica meets you where you are in your journey, steering you toward valuable education tools to help you now and in the future.

How Many Years are You from Retirement?

Mastering these topics can help build confidence that you are establishing good financial habits and getting a head start on retirement success.

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  30 or more years from retirement

  • Starting or changing jobs
  • Interested in starting financial and retirement planning

  START HERE:

  Building an emergency savings

  Starting retirement plan contributions

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  20-30 years from retirement

  • Actively participating in employers retirement plan
  • Looking to fine-tune retirement prep
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  START HERE:

  Small Increases, Big Impact

  Managing Your Debt

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  10-20 years from retirement

  • Prioritizing retirement preparation
  • Ready to take your financial temperature

  START HERE:

  Retirement Checklist Reboot

  Maximize Your Contributions

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  10 or less years from retirement

  • Maximizing contributions
  • Preparing for retirement

  START HERE:

  The Final Sprint to Retirement

  Transitioning from saving to spending

• Check In During “Pretirement”

  Starting contributions early and periodic check-ins to your retirement account are key to a building a confident retirement. This is especially true during your pretirement years. Check out this video to learn more about pretirement and how you can still splurge on a good cup of coffee and the occasional mani-pedi.

  

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  Five Tips for Coping with
  Market Volatility

  How you react to economic uncertainty can make a difference in your retirement preparedness. The following suggestions may help you stay more in control of your investments during periods of market volatility.

  LEARN MORE

   
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  Check Your Retirement Planning Progress in Five Steps

  An annual retirement plan checkup will show where you stand now and help you zero in on any adjustments you may need to make.

   

  LEARN MORE

   

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  The Cost of Waiting

  While you may find yourself putting off retirement preparation, it’s important to understand that delaying it may have a negative impact on your long-term financial success. Contributing just a little bit now can mean additional tens of thousands of dollars upon retirement.

  See how much with our calculator.

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  Develop Your Retirement Strategy

  It can be difficult to know how to navigate your track to retirement if you don’t have a clear idea of your destination. Having a strategy and checking it regularly can help keep you on course.

  Try our retirement calculator to help you develop or adjust your track for retirement.

Note: OneAmerica^® is the marketing name for the companies of OneAmerica. Products issued and underwritten by American United Life Insurance Company® (AUL), a OneAmerica company. Administrative and recordkeeping services provided by AUL or OneAmerica Retirement Services LLC, companies of OneAmerica which are not broker/dealers or investment advisors • Group annuity contracts are issued by American United Life Insurance Company® (AUL) and registered variable annuity products are distributed by OneAmerica Securities, Inc., a Registered Investment Advisor, Member, FINRA, SIPC, One American Square, Indianapolis, IN 46282. • These hypothetical investment returns and fictitious names are designed to demonstrate the impact of compounding returns and are not indicative of any particular investment or performance. Hypothetical returns assume reinvestment of earnings and a 6 percent average return on investment. Actual returns or principal value will vary. Balances shown are before reduction of taxes. • Investing involves risk which includes potential loss of principal. • Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. For answers to specific questions, please consult a qualified attorney, tax advisor, or financial professional. • For your convenience, we offer a link to Retirement Preparation Tools on a website that OneAmerica does not own or operate. If you click this link, you will leave the OneAmerica website and a new browser window will open. We are not responsible for the content, links, privacy or security policies on this site or sites owned by other companies or organizations. • These concepts were derived under current laws and regulations. Changes in the law or regulations may affect the information provided. Taxes and tax incentives for 529 plans will vary depending on state.