Financial Planning

Customized planning and objective advice

View this webinar to learn more about the CARES Act and how it pertains to your credit and finances.

Planning is one of the most important steps when evaluating your financial well-being, but it’s often an overlooked one. Perhaps it’s been on your “to-do” list for years, but somehow it keeps getting pushed down the list. You might think you don’t have time or you don’t know how to go about choosing a reputable company. Stacey Braun Associates, Inc. has a history of success with financial planning programs for unions, and now their services are available to MTA members.

For $140 per year, you’ll have access to three (3) hours of financial planning services, written summaries and financial reports upon request, password-protected access to Stacey Braun’s proprietary website and a 24-hour email help desk. Plus, use several online calculators to find out how long until you’ll pay off your credit card, how much you need to save for a child’s education, how much you should save each month and more.

Topics of discussion with an adviser include, but aren’t limited to:

• 403(b)/457(b)
• Budgeting
• Estate Planning
• Insurance
• Investing
• Pension
• Retirement
• Taxes

For more information, or to sign up, contact Jen Landicho, jlandicho@staceybraun.com or 888.949.1925