INTRODUCTORY

Build Your NewRetirement Plan
Lesson 2 Today's Position: Savings and Assets

In this lesson we begin our conversation about today's position. First, we move into the Accounts and Assets section of MyPlan to ensure that your data is entered accurately. From there we explore account types and growth expectations. Lastly, we describe a common order of prioritization for savings, assess your personal savings rate, and set your personal priorities.
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Video

8+ hours for the series

Text material

100+ pages for the series

Assessments

8+ challenges

Interactive Activities

8+ surveys
Meet the instructor

Coach Nancy

With a hunger to continue learning after her career as a Spanish teacher and department leader, Nancy immersed herself in the language of personal finance. She is a wealth of knowledge and loves working with the NewRetirement community. Ultimately, she wants you to design your plan with complete confidence for today and for the future. You may meet her during Classes, Office Hours, or Live Plan Review Sessions.