Financial Literacy Video Library -
For School Employees:
Financial Literacy Introduction Video(8:25)
Please take a moment to watch the short video referenced above.
Financial Literacy Video Library -
For School Employees:
Financial Literacy Introduction Video(8:25)
Please take a moment to watch the short video referenced above.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the future value of your current savings.
How much do you need to save each year to meet your long-term financial goals?