Financial Literacy Month is both a celebration and a challenge, and this year it could not have come at a more difficult time. With economic activity at a near halt and parts of the country still in lockdown, it is important now more than ever to evaluate your personal finances and readjust if needed. Below are some suggested tips to help identify your money weaknesses and turn them into strengths.
Here's what we know: what goes up, will come down. This 6-minute read by Chris Hogan, discusses the current stock market disruption and simple tips to protect your financial investments.
An opportunity to learn what you need to know about the state employee's 401(k) and 457 plans.
WHEN: 5/8, 5/13, 5/18, and 5/26 from 12:00 - 1:00 pm
ENROLL: CalHR website, scroll to Enrolling in Savings Plus
Confidential consultations are a complimentary service provided to you as an employee of the CSU, and your Fidelity Retirement Planner continues to be available over the phono or with virtual consultations. Schedule your appointment to discuss any concerns and how that plays into your retirement goals.
WHEN: Tuesday, May 12 from 8:30 - 3:30 pm
ENROLL: Fidelity website
The earlier you develop an understanding of your benefits, the more prepared you will be to make sound decisions. Attend our CalPERS Members - Early Career Basics webinar where you will learn about your benefits, the different sources of retirement income, and the tools and resources available to you as you move through your career.
WHEN: 5/13, from 10:30 - 11:30 am
ENROLL: CalPERS website
Learn about saving for college with the ScholarShare 529 College Savings Plan. This webinar will provide insight on the benefits and costs of higher education, ways to save, options available, as well as an opportunity for questions.
WHEN: 5/13, from 11:00 - 12:00 pm
ENROLL: ScholarShare website
Your choice on when to file for Social Security could increase your annual benefit by as much as 76%. That is why it is the choice of a lifetime. Learn key filing rules and strategies so you can make the choice that fits with your overall retirement income plan.
WHEN: 5/14 and 5/20, from 12:00 - 1:00 pm
ENROLL: CalHR website, scroll to Social Security