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Update your retirement goals

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Brenda EcheverriaSummer is a great time to revisit your personal financial goals. If you have an IRA or 403(b)/TSA account with us, you can log in to yourMONEY to access your account.

On your home page, you will find a “My Retirement Goals” section with three boxes (blue, green, and red). Clicking on the “Update My Goals” gives you the opportunity to add in information that will indicate how much you will need in retirement, where you are at today, and identify any shortfall. An easy sliding calculator allows you to learn what it will take to eliminate the gap.

We also have a number of free calculators for you to use to help you with your retirement planning as well as savings goals, WRS projections, debt management, and more. Visit weabenefits.com/calc.

Brenda Echeverria, Financial Planner

The Trustee Custodian for the WEAC IRA accounts is Newport Trust Company. The 403(b) retirement program is offered by the WEA TSA Trust. TSA program registered representatives are licensed through WEA Investment Services, Inc., member FINRA.