MSA Live! | February 14th and 23rd Webinars
MSA Live! | Understanding Tax Returns
February 14, 2023 | Register Here: 9:00 am (PT) – Register Here: 12:00 pm (PT)
For most taxpayers, tax season usually amounts to “How much is my refund?” or “How
much do I owe?” We’ll cover how income tax is calculated, types of adjustments/
deductions, and ways to reduce taxation. We will also review any tax law changes and
explore some common mistakes that could be avoided with proper planning.
MSA Live! | Retirement Planning: Getting Started
February 23, 2023 | Register Here: 9:00 am (PT) – Register Here: 12:00 pm (PT)
Whether you are at the beginning or near the end of your career, the most important
first step toward building a retirement plan is creating or establishing a savings goal.
Knowing that there are many competing needs or wants for the dollars you save, we
will review goal-setting strategies that can help you stay on track. We will also review
common types of investment accounts for your savings.
Register even if you cannot attend to receive a recording of the webinar | Want to learn more about these topics? Connect with MSA at middlebury.mysecureadvantage.comor call 888-724-2326.
MSA Money Coaching – Just a Call Away
Middlebury College has partnered with My Secure Advantage (MSA) to provide a complete financial wellness benefit to you! When it comes to money, searching for answers can feel overwhelming. By connecting with a personal Money Coach, you can build a stronger and more secure future no matter where you are in your financial journey.
3 Important Things to Know
❶ No two stories are alike and your financial strategies shouldn’t be either
With MSA, you have access to a dedicated Money Coach for 90 days each year to talk about any financial topic. It could be about creating a budget, increasing your credit score, paying down debt or all three! Maybe you’ve got questions about planning for retirement, buying a home, or creating an investment plan. You get the idea. Whatever your financial focus or challenge, MSA has credentialed, skilled Coaches who can help.
❷ Confidentiality and a real person to guide and support your goals
Think of your Coach as a personal financial guide, accountability partner, and chief motivator. Together you’ll create a plan that embodies your values, priorities, and goals – one that reflects and works with your life. MSA encourages your spouse/partner to join in the conversations too. All sessions are confidential, over the phone and a half hour long.
❸ No out-of-pocket cost, hidden fees or charges
Middlebury College has paid for this benefit, full stop. MSA’s coaches don’t work on commission or sell any products. When you talk with a Money Coach, you can be sure that you’re getting unbiased, judgment-free guidance.
So what are you waiting for? Get started today!
Questions? Learn more about MSA here. Connect with MSA at middlebury.mysecureadvantage.com or call 888-724-2326.