RSS Feed

Financial Fitness Blog

Free financial tools at your fingertips

(Money Management) Permanent link   All Posts

Brenda Blog PhotoHave you checked out the free financial planning resources on this Web site? They can help you with your financial decision-making and retirement planning.

Financial calculators

These free calculators are organized by category to make them easy to use. Print the report screen results for your review. Categories include:

There are too many calculators to list here, but a few you may be interested in using include a credit card payoff calculator, a college savings calculator, a mortgage qualifier, and a calculator to project your Wisconsin Retirement System benefits. We also have a variety of retirement planning calculators related to projections, savings, distributions and personal risk assessment.

Budget Worksheet

Use our interactive PDF form to help you understand your monthly household income and expenses. Totals will automatically generate, and you can easily print it out for reference.

Financial seminars

We offer free financial seminars all year round at locations near you. This summer, we have a special seminar series entitled, “Your Road Map to $ucce$$.” Seminars include our Don’t Be Jack™ financial learning game, information on long-term care insurance (free lunch included), and a presentation that addresses questions about your retirement benefits and offers tools to assess your retirement goals.

Learn more and register online at weabenefits.com/roadmap.

Personal consultations

Set up a time convenient to you to talk with a Personal Insurance or Retirement Savings representative. It’s a great opportunity to ask questions and learn more about our programs and services. Visit our consultation page.

P.S. Remember, Money Smart Week is April 20-27. There will be financial education classes available all around the state. Learn more at the Money Smart Week Web site.  

Money Smart Week is a registered service mark of the Federal Reserve Bank of Chicago.

Brenda Echeverria, Financial Planner