You are here
Financial Planning
Customized planning and objective advice
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
Learn MoreRelated Blog Posts
Related Articles
-
Get discounts while traveling
Take advantage of more than 350,000 discounts nationwide, including 250,000 mobile offers with Access.
- Dunkin' Donuts
- AMC Theatres
- World Market
- Great Wolf Lodge
- Samsonite
- Applebee's
-
New here? Create an account!
Create your member account and you'll gain access to lots of great benefits, such as:
- Bimonthly giveaways
- Member-only deals
- Theme park discounts
- BJ's Wholesale Club discount
- Nationwide discounts through Access
- Theater tickets