Financial wellness
68 posts found
Social Security Benefits Calculator
Do you wonder how much you might receive in Social Security? Use this calculator to help you estimate your Social Security benefits. Remember, this is only an estimate. Your actual …Read More
Calculator: RMD & Stretching Your IRA
The IRS requires that you withdraw at least a minimum amount – known as a Required Minimum Distribution – from your retirement accounts annually; starting the year you turn age …Read More
Calculator: Don’t Delay Your Savings!
Waiting to begin your savings plan may have an important impact on your results. A delay of even a few years could cost thousands of dollars. This calculator helps show …Read More
403(b) Savings Calculator
403(b) plans are only available for employees of certain non-profit tax-exempt organizations: 501c(3) Corps, including colleges, universities, schools, hospitals, etc. If you are an employee of one of these organizations, …Read More
6 Tips for smart holiday spending
Everyone wants to celebrate generously during the holidays, but it’s important to remember your financial plan and savings goals. Right around Thanksgiving, your calendar fills up with events that can …Read More