RSS Feed

Financial Fitness Blog

Interested in non-retirement investment accounts?

 Permanent link

Brenda EcheverriaDo you have a need for an investment account where you can place a windfall of cash, an inheritance, proceeds from the sale of a property, required minimum distributions, or extra income you won’t need within the next few years or longer? We are considering expanding our program lineup to include non-retirement investment accounts, such as individual and jointly held retail accounts. However, before moving forward, we need to gauge the level of need of our members.

If you have interest, fill out a short form at weabenefits.com/retailaccount and we’ll be in touch. We appreciate your feedback.

Brenda Echeverria, Financial Planner

Nominate a financial mentor before the end of summer

 Permanent link

Andie HartwigDo you have a colleague who has helped you or others with good advice on financial planning and saving for retirement? We hear from many educators who tell us that someone during their career made a big impact on their life.

Some comments we've received for current nominees include:

  • "He spends extra time and effort to guide our young teachers so they start saving, and assists the experienced teachers so they will be ready for retirement. I think financial planning is a true passion for him."
  • "Two people helped her start saving for retirement when she first began teaching, and she has been doing the same for new teachers over the years."

Know someone like that? Give that person some well-deserved recognition. It only takes a minute to nominate someone by visiting weabenefits.com/mentor.

Nominations for the 2017 awards will be accepted through September 1, 2017 and announced on October 16. Award winners will also be mentioned in the fall your$ magazine and receive a certificate of recognition.

Andrea Hartwig, Financial Planner