Take 5 Minutes!  We know how busy life can get.  The purpose of this page is to provide simple, easy to understand material which you can digest in 5 minutes or less.  One thing we know for sure, our working years are a busy time.  Please “Take 5 Minutes” for yourself to learn the importance of investing and saving for retirement so when you reach retirement age you can slow down and reap the benefits of retirement!


  • A simple, two page article on the benefits of a 403(b) plan (Wadell & Reed)
  • Yahoo! Finance has a number of great up-to-date articles on retirement savings, spending, and living in retirement.
  • How much do I need to save for retirement (Waddell & Reed)
  • To estate planning to tax planning to investing, here are over 100 different easy to understand information sheets (Waddell & Reed)


  • Here is a great You Tube video from TSA Consulting on the importance of investing and our new MRIC website
  • If you are looking to learn more about retirement, estate planning, tax strategies, long-term care or financial management, view one of these easy to understand E-Seminars (Waddell & Reed)