As we wrap up Women's History Month, a time to recognize women's vital role in history and their contributions to society, we want to give you insight into their unique challenges with retirement planning and strategies to help them save for the future. Learn more in this first segment of our series on this topic!
Volatile markets like we’ve seen recently, are good reminders for why you should have a diversified investment portfolio. Keep volatile markets — and your emotions — in check.
A new filing status is just one of the changes following the dissolution of a marriage. Know the benefits and rules this tax season.
Join MissionSquare Retirement’s CERTIFIED FINANCIAL PLANNER™ professionals for educational webinars. From financial planning and investment basics to general savings strategies, there are topics for you.
Stay connected with these helpful tips, tools, and reminders: Check out our scholarship fund, sign up for eDelivery of your financial documents, review your contact info for accuracy, and more.
Get eDelivery!
Instead of waiting for your account statements to be delivered by mail, sign up for eDelivery and get a notice when your documents are ready. Sign up within your account by navigating to the Message & Alerts menu. Click Statement & Documents and click the documents for which you want to receive an email when your account statements, transaction confirmations, prospectuses, and more, are available. Access this short video for quick tips on signing up for eDelivery.
Learn about our scholarship fund.
The MissionSquare Retirement Memorial Scholarship Fund honors state and local government employees, firefighters, and police officers who have died in the line of duty by providing their surviving children and spouses with financial assistance to help them obtain a higher education. Get details about applications (accepted annually Dec. 15-April 1), how to apply, and donations.
Check up on your contact information.
Have your email or mailing addresses changed recently? If so, log into your account to review, and if needed, update your contact information. Having your most current and accurate contact information on file helps us to promptly communicate important retirement plan updates to you. While logged in, check on your beneficiary designations, too. Make any needed updates to be sure your money will go to the people you want to inherit your accounts.
Personalize your savings goals.
Access the Financial Wellness Center we created just for you! This easy-to-use online tool is a one-stop hub where you can personalize your goals. Log into your account to check out the 100+ tools and resources: interactive and fun short videos, charts, calculators, articles, and tutorials. Check out our other helpful digital tools, too!
Please note: The contents of this publication provided by MissionSquare Retirement is general information regarding your retirement benefits. It is not intended to provide you with or substitute for specific legal, tax, or investment advice. You may want to consult with your legal, tax, or investment advisor to review your own personal situation. Some of the products, services, or funds detailed in this publication may not be available in your plan. This document may contain information obtained from outside sources and it may reference external websites. While we believe this information to be reliable, we cannot guarantee its complete accuracy. In addition, rules and laws can change frequently.
