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Open a Retirement Account

Are your important documents in order?

Last Updated: 6/22/2017 2:47:45 PM

You’ve probably spent quite a bit of time over the years saving for your retirement and planning out what you’ll do. But have you made a plan for your assets after you’re unable to manage them?

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Smart Money Move #8: Pay it forward

Last Updated: 6/20/2017 3:36:45 PM

Many Wisconsin public school employees attribute their participation in our retirement and insurance programs to someone who shared their experience and encouraged them to take action. Now is a good time to pay it forward by mentoring a colleague. You don't have to be an expert, just someone who's passionate about helping people learn—educators helping educators.

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The fiduciary standard: Two changes

Last Updated: 6/15/2017 3:37:40 PM

Over the past year, you may have read or heard about a new rule that the Department of Labor is imposing that requires brokers to handle retirement accounts to act in the client’s best interest. The aim of the rule is to curb conflicts of interest by imposing a fiduciary standard. As of June 9, 2017, two provisions have gone into effect.

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Your Story

You got this!

Published: 11/07/2016  

Molly Walsh AndersonNew Wisconsin public school teacher Molly Walsh Anderson shares four lessons that have helped her navigate new financial realities and responsibilities.

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