Below is your monthly MSA Live reminder. Be sure to also check out MSA’s Communications Calendar for customizable collateral on this and related financial topics!
MSA Live! | Retirement Planning: Getting Started
February 13, 2024 | 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 establishing a savings goal. Knowing there are many competing needs for the dollars you save, we’ll review goal-setting strategies that can help you stay on track. Learn about estimating how much you may need to save by the time you retire, calculating the amount to invest each month, and retirement account options.
MSA Live! | Smart Tax Moves: Understanding Tax Returns
This event is designed to help you better understand and feel more confident about the tax filing process. Learn about the basics of tax returns, such as determining your filing status and calculating your taxable income, and more advanced topics like tax deductions and credits. We’ll also explore the different types of tax returns, including federal and state returns, and how to file each one.
Register even if you cannot attendto receive a recording of the webinar | Want to learn more about these topics? Connect with MSA at middlebury.mysecureadvantage.com or 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.