Learning the basics of investing is the first step to building an investment strategy. Many never get past this first step because they don’t have the time or are afraid it’s too complicated. If this describes you, this is your chance. Whether you are just starting out or have been investing and want to know...
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...
Equipping yourself with an understanding of market volatility is vital. It is important to remember that volatility is a normal aspect of investing. Don’t let your emotions get in the way of your investment strategy. You will learn: Important terms/definitions to remember when exploring the market. The different common investment strategies. Historical trends of the...
This seminar is designed to teach employees of all ages the basics of investing and retirement planning. In this session we provide information about how to achieve long-term financial goals. You will also: Determine your retirement income needs. Learn what retirement income sources are available to you. Learn the importance of reducing product fees and tips...
Wisconsin public school employees approaching retirement typically have questions about what they need to do to prepare. This information is appropriate for those within 10+ years of retirement and will provide: An overview of the sources of retirement income available to public school employees, including the Wisconsin Retirement System, Social Security, and personal savings. Information...
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...
WRS, the state pension plan, will be a source of retirement income for most Wisconsin public school employees. Understanding this benefit will help educators better plan for their future. Learn to: Read/interpret your pension statement. Calculate your WRS pension benefit. Choose an appropriate annuity option. Purchase forfeited service. Determine whether you will have a retirement income gap....