Category: Fiscal Wellness

Fiscal wellness is the ability to understand our financial situation. This involves being able to control and maintain a balance of income and expenditures. It is important to make financial decisions that allow one to save, invest and plan for the future.

Dreyfus On-Site Counseling Sessions

If you haven’t had a recent review of your investment portfolio or taken full advantage of your ability to invest in a 403(b)(7) plan, you owe it to yourself to know the effect this may have on your financial security.  Dreyfus can review your existing portfolio and individual situation — including investment goals, time horizon and tolerance for risk — to help ensure that your plan assets are allocated properly to meet your retirement needs.  Learn more by attending a Dreyfus 403(b)(7) information session (this is a one-on-one meeting with a Dreyfus representative).

One on-One Portfolio Review

When:    April 19, 2010, 1pm-5pm

Where:  Manistique Room, University Union

To schedule a one-on-one portfolio review, please contact:  retirement@dreyfus.com

Please e-mail benefits@uwgb.edu or call 465-2390 if you have any questions.

TIAA-CREF On-Site Counseling Sessions

This is an opportunity for you to discuss your personal financial situation with a TIAA-CREF consultant on a confidential basis in an individual counseling session. They will be available to discuss how to help you achieve your financial goals by investing in financial solutions such as mutual funds, brokerage, life insurance and annuities.

This Individual Counseling Session will help you simplify your retirement by:

* Providing objective advice and asset allocation based on your individual needs

* Showing you how you can obtain a personalized actionable plan

* Recommending fund selections to keep you on track to and through retirement

* Reviewing your retirement income options

Dates Times Location
Mon, Mar 29, 2010 9:00 a.m. – 4:00 p.m. MAC Hall – Vista Room
Tue, Mar 30, 2010 9:00 a.m. – 4:00 p.m. MAC Hall – Vista Room

SIGN UP TODAY:

To discuss your plan and options for managing your retirement savings or to schedule an appointment with a TIAA-CREF Individual Consultant, please call (800)732-8353, Monday through Friday, from 9:00 a.m. to 8:00 p.m. (ET).

Please e-mail benefits@uwgb.edu or call 465-2390 if you have any questions.

Trust Fund Projections

ETF created a new website where they placed all of their most recent resources relative to investment returns and helping people determine when to retire: http://www.etf.wi.gov/news/ht_20091021.htm.  They also released a statement regarding the most recent investment returns and core interest rate projections:  http://www.etf.wi.gov/news/2009_annuity_adjustment_projections.pdf.

Please also review UWSA’s “Impact of Current Market Conditions on Your WRS Account” website for additional information: http://www.uwsa.edu/hr/benefits/retsav/wrsdownturn.html.