• 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.