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Save & Invest

Life Expectancy Planner

Submitted by Admin on
Want to know your life expectancy? You can use our simple life expectancy calculator to get a rough estimate of how long you (or your spouse) may live. Knowing this information can help you make a more informed choice regarding when to collect Social Security retirement benefits.

Birth of a Child

Submitted by Admin on
When you have a baby, one of the things that should be on your “to do” list is getting a Social Security number for your baby. The easiest time to do this is when you give information for your child’s birth certificate. If you wait to apply for a number at a Social Security office, there may be delays while we verify your child’s birth certificate. This website provides instructions on how to get a Social Security number for your child and information on how to apply for disability and other benefits for your child.

Roadmap to Saving and Investing

Submitted by Admin on
Knowing how to secure your financial well-being is one of the most important things you’ll ever need in life. This brochure covers the basics of saving and investing and includes key tips on making money grow over time.  Sections include: (i) Define Your Goals, (ii) Make a Financial Plan, (iii) Determine Your Risk Tolerance, (iv) Investment Products: Your Choices, (v) How to Pick a Financial Professional, and (vi) Avoid Problems.