Financial Planning Center

Welcome to the NYSUT Member Benefits Financial Planning Center!

Our goal with this planning center is to provide NYSUT members & their families with important financial and retirement planning information. We're also here to point you in the right direction if you require additional assistance with financial questions.

Making financial decisions can be a daunting task. Whether it's planning for retirement, saving for college for your children or considering purchasing a home, the choices you need to make are never easy. Already enjoying retirement? Long-term care needs, managing your investments and estate planning are always ongoing concerns.

Rest assured, though, that the variety of programs & services endorsed by Member Benefits have been specifically created to assist you with these topics and many others.

Not sure where to start?
Check out the financial calculators below for answers to some basic financial questions, including:

-- Should I refinance my home?
-- How large of a home can I afford?
-- How much should I be saving per paycheck for retirement?

Looking for more in-depth financial information? We encourage you to log in to our Member Center! There, you'll gain access to an interactive financial planning module provided by Stacey Braun Associates, Inc. -- the provider of our endorsed Financial Counseling Program. This planning module provides detailed information along with helpful worksheets for all stages of life.

The Member Center also offers access to Kiplinger's annual retirement planning guide -- broken out into five modules at no cost to you.

For those of you with estate planning or elder law issues, the Member Center also contains issues of the Preventive Law Guide publication. This informative legal newsletter is published three times per year and mailed to participants in the Member Benefits-endorsed Legal Service Plan.