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Benefits Financial Planning Membership

Need Help Managing Your Student Loan Debt?

Dear Colleagues,  Over 12 million people in the United States are struggling to make their monthly student loan payments, and millions more see economic and personal opportunities pass as they prioritize paying down their debt. Does this sound like you or someone you know?  Many of these people may qualify for free federal programs that […]

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Contract Financial Planning Membership

Retroactive Salary Overpayment

Dear Colleagues, The Office of the State Comptroller Payroll Services has made a payroll processing error effecting approximately 21,000 UUP represented employees. These individuals received small overpayments in their August 4 paychecks.  Below is the (somewhat edited) written explanation UUP has now received from OSC explaining what happen and how they are remedying it.   […]

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Financial Planning Membership Webinar

Student Loan Debt Clinic

Dear Colleagues,  Over 12 million people in the United States are struggling to make their monthly student loan payments, and millions more see economic and personal opportunities pass as they prioritize paying down their debt. Does this sound like you or someone you know?  Many of these people may qualify for free federal programs that […]

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Financial Planning Webinar

VOYA – Roth Seminar

Dear Colleagues, VOYA will be presenting a program called “To Roth, Or Not To Roth”. Pay raises are on the way. Would you like to see how the SUNY Voluntary 403(b) can help? REGISTER TODAY for this timely webinar! The ZOOM Webinar will take place on: Thursday July 22, 2021, at 12:00 pm Location: ZOOM […]

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Financial Planning Webinar

Student Debt Clinics

Dear Colleagues, Over 12 million people in the United States are struggling to make their monthly student loan payments, and millions more see economic and personal opportunities pass as they prioritize paying down their debt. Does this sound like you or someone you know?  Many of these people may qualify for free federal programs that […]

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Financial Planning Webinar

VOYA Workshop – The Building Blocks of Our Financial Lives

Dear Colleagues,  Please see the following opportunity from VOYA: The Building Blocks of Our Financial Lives – Tuesday April 27th  9:00 am or Wednesday April 28th at 1:00 pm Please email Molly@TeamIFS.com to register and get your ZOOM ID Learn about & try the software program “MyBlocks” by Envestnet MoneyGuide.  A program that will finally bring you answers to the […]

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Financial Planning Webinar

Reminder – VOYA Opportunity

Dear Colleagues,  Just a reminder about the following opportunity from VOYA: Friday February 5th  12:00 – Lessons from The Game:  A do-it now Game Plan to get your Financial Life back on track. Please email Molly@TeamIFS.com to register and get your ZOOM ID Are You Neglecting The Offensive, Defense & Special Teams of Your Financial Life, if so… Isn’t it […]

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Financial Planning Membership

Deducting Union Dues On NYS Taxes

Dear Colleagues: As a UUP member, you may be able to deduct your UUP membership fee on your NY State Taxes.  Here is how to find the specific information that is needed to find out what you paid: Go to the SUNY Time sheet and login:  https://www.suny.edu/time/ Click on “NYS Payroll Online” Click “View Paycheck” Click on […]

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Financial Planning Uncategorized Workshop

Upcoming VOYA Workshops

Please email Molly@TeamIFS.com to register.  Make sure to specify the workshop(s) you are registering for.  A ZOOM ID will be provided upon registration. Visualize Retirement When it comes to retirement do you know where you are going? Do you have a plan? As the old saying goes, “If you don’t know where you are going, you’ll end […]

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Financial Planning Webinar

10/23 Voya Zoom Webinar: Evaluating your Investments – Beyond the basics

Dear Colleagues, Reminder: VOYA is offering the following course via ZOOM tomorrow, 10/23 @ noon.  If you are interested, please email Molly Pecoraro to register.  Her email is:  molly@teamifs.com Evaluating your Investments – Beyond the basics This webinar moves beyond investment basics to evaluation investments using various portfolio Analysis tools and resources.  Topics include an in depth […]