News and Updates,Custom

3rd Quarter 2019

Open Enrollment Benefits Decisions That Stretch Your Income

Fall is typically when employees have the chance to sign up, change, or drop employee benefits for the following year. You’ll need to make key decisions about your health insurance and retirement savings, and may have other perks available, such as pre-tax accounts for childcare and health care, discounts on other insurance, financial benefits for wellness programs, and pre-tax transportation benefits. [...continued]

Around ICMA-RC

Find out more about the ICMA-RC Public Employee Memorial Scholarship Fund, the importance of keeping your account information current, Amazon Alexa for Account Access, and TextAccess. [...continued]

4 Tax Strategies to Maximize Charitable Giving

After the new tax law nearly doubled the standard deduction last year, fewer people are now itemizing — and if you don’t itemize, you can’t deduct charitable contributions. But a few smart strategies can still help you get some tax benefits for your charitable gifts while helping to support the causes you care about, too. [...continued]

Investing Spotlight: Dealing with Stock Market Volatility

Most people worry about market risk — the possibility that investments in the stock market may lose value. But that’s only one type of risk that may affect Recent stock market volatility has many people concerned about their investments — especially those who may be closer to retirement. Find out about some key investing principles that can help you stay the course in any market. [...continued]

Protect Yourself from Fraud

It’s important for everyone to take steps to protect themselves from fraud, which includes guarding your Social Security number and other personal information that could help an identity thief steal your money and your identity. Learn more about the best practices to protect your data. [...continued]

How Snowbirds Can Save on Taxes and Insurance

This is the time of year when many retirees pack up their homes up north and travel to the warm southern states for the winter. Find out about steps that can help you establish residency in the lower-tax state and insurance moves to protect both homes and get discounts, too. [...continued]
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