With the new compression pay raise, many teachers could potentially be moving into a higher tax bracket. What are some different options for that pay raise? We will be discussing advanced planning concepts such as Supplemental Leveraged Retirement plans and Hybrid LTC plans.
Why does the Social Security filing decision matter? How can you manage the Social Security decision and determine the right filing strategy and age? How can you integrate the Social Security decision into a comprehensive retirement plan? We will be covering the basics and rules behind Social Security so you can maximize your Social Security benefit.
Navigating Student Loan Forgiveness: Many of you are likely eligible for forgiveness of your federal student loans through one or more of the federal programs currently available. There have been many updates and changes made to these programs and the information you need to know is often times hard to find. NEA MB has gathered the latest information as it applies to our members and will share that information with you during this workshop. IN addition, we have a FREE online tool that will help you navigate your way to forgiveness. Come learn about the latest federal programs and how to […]
Geared for members nearing retirement age, we will focus on getting ready for retirement. We will delve into the State of Hawaii ERS pension and Social Security benefits. In addition, we will also be covering retirement projections, various investment vehicles, the importance of the catch-up provision for those over 50 years old, your risk tolerance as you prepare to retire, and long-term care insurance.
Learn about the different types of 403(b)s offered in the Department of Education including the Roth option. We will also cover the differences between strategic (passive) and tactical (active) money management. In addition, you will learn about the questions you should be asking of your financial advisor.
Come learn about how to save money, manage your finances, and live your best life by using your NEA Member Benefits program. Planning your next vacation, saving money on your everyday purchases, insuring your most valuable things, and taking charge of your financial life are all made easier through your membership. Get started at www.neamb.com/start before the session and bring your questions. To sign up, please click here.
For members starting out in their Hawaii teaching careers, we will cover an intro to the State of Hawaii ERS pension and Social Security benefits. We will focus on setting financial goals, budgeting, learning about various investment vehicles, the importance of investing early, and an introduction to insurance. We will also cover which teachers might be eligible for the Student Loan Forgiveness Program. To sign up, please click here.
As our parents age, they become more vulnerable to a variety of risks—financial, physical, and emotional. Join us as we explore caring for aging parents. We’ll identify issues and their impact on a parent’s well-being as well as your own. We’ll develop a plan to help you address needs that will likely arise, and share tips on how to respect your parents’ wishes, when possible, and still preserve your relationship. To sign up, please click here.
