Employee Education: Mastering the Art of Savings Buckets

If you want to help your employees in their financial journey, giving them resources on saving best practices is a good place to start.

Savings buckets involves dividing money into separate accounts (buckets) each with a specific purpose. Rather than blindly putting money to the side, this gives employees a more organized system of saving and spending.

We’re here to support your employees with employee education where they need it. Contact our team to learn more about our participant services. Contact Us.

Download the Employee Education

About Your Local Connecticut Retirement Advisor

At Jacobs Financial Partners, we bring sound financial strategies that build confidence to those who need it most. We are passionate about providing solutions that:

Can drive retirement plan success.
Boost participant outcomes and retirement readiness.
Help families pursue their financial goals.

As experienced financial planners and music lovers, we listen with open ears and compose a plan tailored to meet each client’s needs.

Frank P. Zocco, Jr., CFP®, AIF®, CRPS®

Jacobs Financial Partners, LLC

95 Glastonbury Blvd, Suite 210

Glastonbury, CT 06033

(860) 657-8757

www.JacobsFinancialPartners.com

Frank@jacobsfinancialpartners.com

Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. Distributions from traditional IRA's and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 ½, may be subject to an additional 10% IRS tax penalty. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.