You are here

Financial Planning

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, or 888.949.1925

Learn More

Related Blog Posts

Related Articles

  • Get discounts while traveling

    Take advantage of more than 350,000 discounts nationwide, including 250,000 mobile offers with Access. 

    • Subway
    • AMC Theatres
    • Petco
    • Goodyear
    • Samsonite
    • Applebee's
    Take a Look!
  • 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
    Create an Account!