PlanSMART
Planning your personal finances, especially building a secure retirement, is something that many of us put off. However, no matter where you are in your career - just entering the workforce or close to retiring - creating and maintaining a good financial plan is relatively easy, and is key to meeting your financial goals. The following resources can help guide you.
Save Smart, Invest Smart
- Project your financial goals, from budgeting and debt to saving and investing.
- Fill out and save for a single listing of your common financial records.
Articles & Guides
- Roth IRA or 457 Plan?
- Save More with the Saver's Credit
- Building Your Portfolio
- Become a Smart Saver - Saving Tips that Add Up
- Investing For Retirement
Learn all the ways ICMA-RC can help you invest smart.
Employment Transition
Are you facing the prospects of, or going through, a job loss or unexpected early retirement? Visit Employment Transition Resources for guidance on financial steps you should consider.
ICMA-RC helps public sector employees build retirement security. But life events, such as a job loss or unexpected early retirement, can disrupt this goal; these are often highly emotional and sensitive occurrences, both for employees and employers.
Transition into Retirement
- Nearing retirement? Review this checklist to ensure your personal financial house is in order.
Reaching Your Dreams Retiree Guide
- View these 10 critical questions to help ensure your transition into a new phase of life is a successful one.
Dream Big with ICMA-RC
Visit www.thedreambigsite.org for short articles and blogs on financial topics, cool calculators, and places to share your dreams, ask questions, post comments and more!
Go mobile with thedreambigsite
Users of iPhone, Palm and Android web-enabled smartphones can access dreambigsite.org's mobile site and grab the latest blogs and content directly. To visit on your web-enabled smartphone just go to http://thedreambigsite.org.