• Live Financial Forum

Dreaming of Retirement | July 9, 2019 | 9:00 AM (PST) & 12:00 PM (PST) | Register Here.

Many people can’t wait for retirement, yet they haven’t actually run the numbers for their ideal retirement lifestyle budget. The first step is calculating your current lifestyle costs and projecting how your monthly budget will change when you retire. This class helps you assess whether you are on track with your savings to sustain your retirement budget, and we’ll offer a wide range of considerations to help you formalize a realistic retirement plan.

Note:  If you register and cannot attend, a recording of the webinar, along with a copy of the session presentation and handouts, will automatically be sent within 24 hours.

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 You work hard for your money, but is your money working hard for you?

When it comes to our finances, we always wonder if we are making the right moves, and searching for answers can feel overwhelming.

Middlebury College provides all employees access to financial well-being thru My Secure Advantage (MSA).

MSA helps you make the most of your hard-earned dollars!  When it comes to living a financially stress-free life, every decision you make adds up.  Through MSA, employees and their covered dependents can work with a personal Money Coach and utilize website services to make financial stress a thing of the past.

What’s Included

  • 90 days (per calendar year) of personalized money coaching with a personal, confidential, unbiased, and guilt free Money Coach.  Coaches don’t sell products or services: their only job is to provide expert guidance and improve your financial life.
  • Guidance on financial topics, goals, challenges, or questions.  Whether you’re getting by, digging out, or saving big, connecting with a Money Coach to discuss options, identify things to consider, and build out a plan can only help

Work with MSA to tackle questions like “Should I be saving more or paying down debt?” “When will I be able to retire, and how much do I need?” “What type of portfolio is best for me?” “How do I balance enjoying life now with saving for the future?” and more.

  • Online tools include videos, calculators, articles, and budgeting software to help you stress less and save more.

Questions?  Learn more about MSA here. To get started, sign up, and schedule your first appointment with a Money Coach call 888-724-2326.

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