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! | Smart Tax Moves: Opportunities to Save
December 10, 2024 | Register Here: 9:00 am (PT) – Register Here: 12:00 pm (PT)
This event looks at several tax planning strategies that many people don’t take full advantage of even though they qualify. A few of the strategies we’ll discuss include making sure you have the appropriate tax withheld, maximizing your retirement plan contribution, and investing with taxes in mind. This is an overview.
Before you take any tax action, we recommend that you consult with a tax expert to see how these tax planning tips and strategies would apply to your individual circumstances.
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.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.