Financial Planning Resources

Although your NYSTRS benefit may be the largest component of your retirement nest egg, it probably will not be the only funds you rely upon to lead the retirement life that you dream.  Your benefit will likely be supplemented with Social Security payments and individual investments.  To help you build a solid investment foundation for your future, we have provided links to some additional financial planning resources.

American Savings Education Council – Shares strategies for achieving financial independence.

Certified Financial Planner – Offers a free Financial Planning Resource Kit.

The National Endowment for Financial Education® (NEFE®) — A private, nonprofit foundation dedicated to improving the financial well-being of Americans.

The Financial Planning Association® (FPA®) — Offers resources designed to help individuals understand the importance of financial planning and the value of objective advice from a financial planner.

www.403bwise.com — Offers objective 403(b) information available to participants.

MyMoney.gov — The U.S. government's website dedicated to helping Americans understand more about their money — how to save it, invest it, and manage it to meet their personal goals.

Employee Benefits Security Administration – Provides helpful tools through its Retirement Savings Education Campaign.

SavingsBonds.com – Helps you determine the value of your U.S. savings bonds and allows you to purchase savings bonds online.

New York State Department of Financial Services – Offers seniors tools and information to help them more safely navigate complicated decisions about insurance, borrowing, and planning for long-term care.

New York State Partnership for Long-Term Care – Helps New Yorkers financially prepare for the possibility of needing nursing home care, home care or assisted living services someday.

Life Insurance Resource Center — Designed to help consumers make the right choice when purchasing life insurance or annuities.

www.insure.com — Provides a comprehensive array of information on life, health, auto, and home insurance.

Social Security Administration – Learn more about Social Security benefits. You can also call SSA at (800) 772-1213.

1040.com – Shows how your pension would be affected if you move out of New York State.