Customized planning and objective advice
Introduction to Stacey Braun video
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.
NEW: Check out this video From Hired to Retired, which touches on topics like budgeting, investments, estate planning and retirement planning.
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 at jlandicho@staceybraun.com or 888-949-1925.