Author Archives: Sarah Smalley

TIAA May webinars

This May TIAA is offering 10 informative live webinars covering a wide variety of topics, including: savings for college, Medicare, estate planning, investing for women, life insurance, and more. 

Register for any of TIAA’s May 2019 live webinars by visiting www.TIAA.org/webinars.

The 411 on 529 college savings plans  May 2, from 12 p.m. to 1 p.m. (ET)

Learn all about how 529 college savings plans work. You’ll have an opportunity to ask questions and if interested, discover more about how to invest in one of the 529 college savings plans managed by TIAA for a child, grandchild, yourself or other loved one.

Attention to Detail: Financial finishing touches for women  May 7 at 3 p.m. (ET)

Am I ready to retire? How do I know if I have enough? How do I plan my income? What should I look out for as I plan and even after I am retired? Financial success can often complicate your life and we are going to try to help you answer those questions and more.

Market proof your retirement  May 8th live webinar, 12 p.m. to 1 p.m. (ET)

In retirement—and the years leading up to it—protecting your savings becomes just as important as growing it. Join us to learn how to create your own personal pension* with TIAA Traditional, offered by Teachers Insurance and Annuity Association of America (TIAA).

Healthy Numbers Integrating healthcare into retirement plans  May 8 at 3 p.m. (ET)

You can learn and plan for the cost of healthcare in retirement, including supplemental insurance, and the real benefits and costs of Medicare.

Halfway There: A retirement checkpoint  May 9 at 3 p.m. (ET)

You can give yourself a mid-career financial checkup to evaluate your current savings, formulate a plan to help pursue your savings goals and manage competing financial priorities.

Understanding Medicare  May 14, from 12 p.m. to 1 p.m. (ET)

Paying for healthcare in retirement is a critical part of financial planning and it is important to understand how Medicare operates and what choices you have.

Money at Work 2  May 14 at 3 p.m. (ET)

Sharpening investment skills Feel more secure in your savings strategy by verifying you’re on the right track. And if you’re off track, know what adjustments you need to make. Learn how to plan your investments and hold on to as much of your nest egg as possible.

She’s Got It: A woman’s guide to saving and investing  May 15 at 3 p.m. (ET)

You can discover saving and investing strategies developed especially for women and how you can put them into action.

Special Topic: Demystifying life insurance  May 16 at 3 p.m. (ET)

Life insurance can play a critical role in your financial plan. You can learn how much you may need, what types exist, how much you can afford and much more.

Estate Planning Basics  May 21, from 12 p.m. to  1 p.m. (ET)

Ensuring that our assets will pass to loved ones and causes that are near and dear is important to most of us. Discover the basic estate planning components and strategies to ensure that your wishes are met.

Want help?  It’s quick.  It’s easy.  It matters.

Visit www.TIAA.org/webinars to register. And it’s at no cost to you!

MSA Financial Forum

Live Financial Forum – Financial Goals | May 23, 2019 | 9:00 AM (PST) & 12:00 PM (PST) |  Register Here.

Our next Financial Forum is scheduled for Thursday, May 23rd. Financial Forums are held four times a year, and the purpose is to answer live questions on any financial topic or this forum’s theme of “Financial Goals.” Our panelists will be ready to answer your questions on subjects ranging from debt and mortgages to investments and retirement. If you are ready to set some financial goals, log in to ask your question. The more the merrier, so please encourage any co-workers that have questions on goals to attend.

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.

*Benefits-eligible faculty and staff are eligible for MSA benefits.