Having a budget is a key component of any financial plan. You can’t have a plan without a clear understanding of what money is coming in, what is going out, and where it is going. Developing a budget can empower you to take control of your finances. We discuss: The benefits of a written budget...

Preparing for Retirement This comprehensive session is recommended for employees within 5-10 years of retirement and covers the different retirement planning solutions available and the implications of the decision’s employees make as they approach retirement. The session covers: The sources of retirement income available to public school employees including the Wisconsin Retirement System (WRS), Social...