Retirement Articles

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Financial literacy grants available
Last Modified: 4/16/2012
The Wisconsin Department of Financial Institutions and the DPI announced a program of competitive grants of up to $10,000 for K-12 public and private schools to promote financial literacy.The application deadline is June 15. A subcommittee of the Governor’s Council on Financial Literacy will review DPI recommendations and select final award recipients.The DPI is administering the program, with applications and other resources available at dpi.wi.gov/finance.  . . . (Full story)

Shape up: Get financially fit during National Financial Literacy Month
Last Modified: 4/16/2012
Here are thirteen things you can do to improve your financial condition and sense of well-being. 1. Create a budget: A budget allows you to take control of your financial future. It can help you find ways to cut expenses, carving out some extra money for debt payments, retirement savings, and beefing up your emergency fund   . . . (Full story)

Secure your future: MI$$ION PO$$IBLE free financial seminars
Last Modified: 4/2/2012
Only you can secure your financial future. Successful completion of your mission (a secure retirement) will require financial intelligence, a sound strategy, and a trusted source. Attend one or more free financial seminars offered around the state this summer. . . . (Full story)

There’s still time to contribute to your IRA for 2011.
Last Modified: 3/23/2012
The Roth Individual Retirement Account (IRA) is a great way to save for retirement while taking advantage of tax benefits. If you haven’t started contributing to a Roth IRA yet, start now with the extra 2% take home pay you’ll . . . (Full story)

What's in your portfolio?
Last Modified: 2/7/2012
Including stocks in your asset allocation may boost your long-term returns and pad your nest egg. When it comes to saving for retirement, there are three things you can do to improve the end result:  Work longer, save more, or increase the return on your investments. Many don’t want to work longer and/or are not able to save more, so let’s consider the third option—increasing the return from your investments. . . . (Full story)

On Demand Seminar: Understanding WRS
Last Modified: 1/19/2012
Content on this page requires a newer version of Adobe Flash Player. . . . (Full story)

Kids and money: What are you teaching your kids?
Last Modified: 1/19/2012
What are you teaching your kids about money? Well before they start school, children develop attitudes that could influence a lifetime of financial behavior. Parents can influence even very young children for a lifetime by demonstrating sound money management. In addition, talking to your children about money can help them build a sense of financial awareness and financial responsibility. . . . (Full story)

2012 Guaranteed Annual Rate of Return Announced
Last Modified: 1/13/2012
2012 Guaranteed Annual Rate of Return Announce . . . (Full story)

Rolling over is easy and it may save you more money than you realize.
Last Modified: 1/30/2012
We accept rollovers from a variety of retirement plans including IRAs, 401(k), 403(b), 457(b), Simple IRA, and SEP IRA. Work with one of our Retirement Consultants to 1. Evaluate your current provider. They’ll look at what you’re currently paying in . . . (Full story)

The Right Time to Refinance
Last Modified: 10/13/2011
Many homeowners consider refinancing when interest rates suddenly fall or there's a change in financial circumstances. But even though a large decline in rates or an opportunity to pay off debts might make refinancing seem like an easy decision, you . . . (Full story)

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