News and Updates

3rd Quarter 2018

Making the Most of Your Employee Benefits

Open enrollment, often in the fall, is the time to make employee-benefits decisions for 2019. When you’re just starting out, these benefits can be very valuable to help you stretch your income. The following steps can help you make the most of a few key perks your employer may offer. [...continued]

Around MissionSquare Retirement

Learn more about the Am I On Track tool, which provides you with a personalized retirement readiness score. Also find out about MissionSquare Retirement’s Account Aggregation service and a video to help you learn more about 457 plans. [...continued]

Saving Forward: How to Achieve Your Retirement-Savings Goals

When you’re early in your career, you have so many opportunities to save, and even setting aside small amounts in your tax-deferred retirement accounts will have an impact. Find out more about MissionSquare Retirement’s resources to help you learn more about your savings opportunities and ways to reach your retirement goals. [...continued]

Investing Spotlight: Target-Date Funds and Their Role in a Portfolio

It’s important to match your investments with your time frame. Fortunately, you don’t need to make these decisions on your own. Most retirement plans make available target-date funds among their investing options. With these funds, investing professionals create diversified portfolios based on different expected retirement dates. [...continued]

Estate-Planning Documents for Young People

Most people don't think about estate planning until they're much older. Even young people, however, can benefit from a few key legal documents that give you the opportunity to specify who will inherit your assets and who can make medical decisions if anything happens to you. [...continued]

Tax Breaks for Home Sharing

Renting out your home when you aren't there, or even renting out a room through a home-sharing service, such as Airbnb, HomeAway, or VRBO, can be a great way to earn extra income. But you need to be aware of the tax rules — both for reporting your income and for taking deductions. [...continued]

New Law Makes Credit Freezes Free

One way to protect yourself from identity theft is to freeze your credit, which prevents new creditors from reviewing your credit report and makes it harder for identity thieves to take out credit in your name. [...continued]

Quarterly Newsletter

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