|
TIAA-CREF and Vanguard individual consultants will be available to provide employees with personalized planning and guidance to
assist in reaching your retirement and financial goals. Vanguard also has as series of on-line financial education videos that can teach you how to put your money to work.
Individual Financial Counseling Sessions Schedule
Individual Financial Counseling sessions where consultants will be available to discuss financial issues such as choosing the right investment funds, investing during any market,
and understanding distribution options, will be held on the following dates:
TIAA-CREF
October 21, 2009
October 29, 2009
November 4, 2009
November 10, 2009
December 2, 2009
December 17, 2009
|
Vanguard
October 23, 2009
November 23, 2009
December 11, 2009
|
To schedule an appointment with TIAA-CREF, please call 1-800-732-8353 or register on-line at www.tiaa-cref.org/moc.
TIAA-CREF sessions will be held in the Haverford
Room in the Connelly Center. |
To schedule an appointment with Vanguard, please call 1-800-662-0106, Ext. 14500, or register on-line at www.meetvanguard.com. Vanguard sessions will be held in the
Bryn Mawr Room in the Connelly Center.
|
Vanguard's On-line Financial Education Videos
Learn how to balance your budget, save for retirement, and avoid investing pitfalls with Vanguard’s online video series, It’s your money: Make it work™. This 12-part educational series
features lively panel discussions with financial commentators, who offer practical guidance about financial topics that are important to you.
You can watch an episode whenever it’s convenient for you. Simply choose an episode that interests you, and start watching. In less than the time it takes to watch a sitcom,
you’ll pick up some great tips on making smart decisions in all parts of your financial life.
Saving for retirement: The whys and hows:
Are you on the fence about joining your employer’s retirement plan? Then watch this compelling episode and discover why joining
the plan could be one of the best financial decisions you’ll ever make. (Length: 8:22 min)
Where to invest and why:
Not sure how to invest your money? Generally, you invest in a combination of stocks, bonds, and cash investments.
But how do you decide which ones to pick? This informative episode explains the differences among the asset types
and how you can determine which are best for you based on your goals, time horizon, and tolerance for risk. (Length: 7:26 min)
Staying on track :
Investing is not a “set it and forget it” enterprise. Constantly shifting market conditions can change how your money
is invested. Also, investments you chose 20 years ago might not be suitable now. Watch this lively discussion to understand
why you should give your portfolio a periodic checkup, and how to make changes to stay on track for meeting your goals. (Length: 7:36 min)
Investment pitfalls
Saving for retirement is obviously a good idea. But you can jeopardize your success by falling into one or more of four common investing traps.
It’s easy to fall prey to these hazards, and that’s precisely why this illuminating episode sheds light on these traps—and how you can avoid them. (Length: 7:55 min)
Understanding bull and bear markets:
You’ve probably heard about figurative bulls and bears running through the markets. But do you know the meaning behind them? More importantly, do you know how they can affect your money?
This informative episode explains the differences between bull and bear markets and offers insight into how you can tame them. (Length 6:40 min)
Fine-tuning your portfolio:
Your asset allocation doesn’t begin and end with stocks and bonds. As this episode explains, subasset classes that can add strength and longevity to your portfolio.
Watch to find out how your subasset allocation plays an important role in your personal investing success. (Length: 7:54 min)
Rules of the game:
As they say, all investing is subject to risk. But there are rules and regulations set in place to protect your retirement savings from creditors and nefarious management practices.
This educational episode looks at the laws—and the governing bodies—that guard your hard-earned savings. (Length: 9:04 min)
Getting ready to retire:
Your retirement will undoubtedly change your lifestyle—financially, emotionally, and socially. Watch this informative episode to help prepare for those changes.
You’ll discover new ways to save, learn how to make your money last, and explore how you might spend your time when you retire. (Length: 11:14 min)
Budget and debt:
Do you let your credit cards run wild? Do you spend more than you earn? Are you ready to take control of your money? If you answered yes, this video is for you.
In this essential episode, a panel of experts provides practical advice for eliminating debt. You’ll learn how to spend less, save more, and build wealth. Remember that your money doesn’t control you—you control it. (Length: 10:53 min)
Taking control of your finances:
How’s your financial health these days? Are you feeling financially secure? If not, this informative episode teaches you how to take control of your finances by examining your spending habits, investments, and debt.
Feeling good about your money is only ten minutes away. (Length: 10:29 min)
Indexing:
Are you looking for a broadly diversified and cost-effective mutual fund that tries to keep pace with the market? Your search could end with an index fund. Consider taking an active role in passive investing by watching this insightful episode.
Explore the ins and outs of index funds and determine whether index funds could be right for your portfolio. (Length: 8:15 min)
Balanced funds:
Some mutual funds offer bonds. Others offer stocks. Still others offer both. These are the balanced funds, which can be essential components to any savings program. What about yours?
Learn all about the ups and downs of balanced funds, volatility, and the struggle to balance risk and reward by watching this informative episode. (Length: 9:13 min)
|
