OneAmerica Financial Resources

OneAmerica Financial Resources

 | Friday, April 17, 2020

In these extraordinary times, we believe it’s critical that you have the resources you need, when you need them. As such, we have worked with OneAmerica, one of USA Swimming’s financial services providers, to provide education and resources to help you navigate the days ahead. Whether you are looking for more information on budgeting, dealing with market volatility, or if you would be interested in connecting with a financial advisor, we hope you find these resources helpful. 

 

Market Volatility:

Learn more about recent market behavior and coping with volatility in these uncertain times.

  

Budget Worksheet

Getting your routine spending under control is an important part of your financial well-being. This worksheet can help you track and budget your monthly living expenses.

 

Estate Planning Worksheet:

Have you thought about the type of legacy you will leave? Read this flyer for important things you should know about estate planning.

 

Investment Checklist:

There’s a steady flow of information that you can tap into when considering investment options, such as economic data, daily changes in the markets and investment values, corporate earnings reports and economic forecasts. Use this checklist as a guide to choose what is most suitable for you.

To connect with a financial advisor to discuss your individual financial needs, OneAmerica can provide additional assistance by calling 1-833-812-0131 or emailing OAFNinfo@oneamerica.com


 

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