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Should I Stay or Should I Go…Into the Blended Retirement System?

For eligible military service members who haven’t already made their decision regarding whether to stay in the Legacy Retirement System or go into the new Blended Retirement System, the countdown to decide is on. Eligible service members who are still… Continue Reading

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New CalSavers Website and Program set to Make Retirement-Saving Easier

California State Treasurer John Chiang has announced the new CalSavers website will launch next month, November, 2018. With nearly half of middle-income workers in the state at risk of retiring into economic hardship, CalSavers will specifically address this personal savings… Continue Reading

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My Departure… Please Don’t Stop! Keep Going…

     Hello! As you may have heard, I’ll be leaving my position as director for education and outreach here at DBO, and my last day is coming up on Friday, April 13! Starting Monday, April 16, I will serve as… Continue Reading

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California Retirement Savings Program Now Called CalSavers

California State Treasurer John Chiang announced that the Secure Choice Retirement Savings Program, which will provide retirement security to nearly 6.8 million private sector workers, has a new name: CalSavers. “The name CalSavers truly reflects what this program is all… Continue Reading

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JOIN AARP FOR A FREE FINANCIAL WORKSHOP IN SACRAMENTO

Wednesday, March 7, 2018 6 p.m. to 7:30 p.m. South Natomas Community Center 2921 Truxel Road Sacramento, CA 95833 FREE workshop, “Finding Your Financial Freedom,” led by Anita Johnson, financial psychologist, entrepreneur, and founder of Money Wisdom for Women. This… Continue Reading

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AARP to Launch BankSafe Financial Exploitation Identification Training California One of Twelve States Selected for Pilot Launch

California financial institutions have an opportunity to be on the frontlines of combating financial exploitation in our state. The American Association of Retired Persons (AARP) has partnered with more than 200 experts from banks and credit unions across the country… Continue Reading

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DON’T Miss this Opportunity! Financial Education Trainer Convening, Resource Fair and Workshop in San Diego

Event Flyer at http://www.dbo.ca.gov/Consumers/Education_Outreach/pdf/Financial%20Resource%20Fair%20Nov%202017%20edited.pdf AGENDA DBO Financial Education Trainer Convening, Resource Fair and Workshop in San Diego Friday, November 17, 2017 – 8:00 am to 1:00 pm State of California 1350 Front Street, Eshleman Auditorium, Room 6003 San Diego, CA… Continue Reading

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Financial Planning Days coming to cities near you!

Financial Planning Days coming to cities near you! “WE GREATLY ENJOYED TALKING TO FINANCIAL PLANNERS ONE-ON-ONE IN A NO-PRESSURE ENVIRONMENT.” Costa Mesa, CA Orange County Financial Planning Day October 14, 2017 San Rafael, CA Marin Financial Planning Day November 4, 2017… Continue Reading

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The SEC’s Office of Investor Education and Advocacy (OIEA) and Broker-Dealer Task Force are warning the more than 5 million Thrift Savings Plan (TSP) participants, and investors in other federal government employee retirement plans, that investment scam artists may pretend to be affiliated with a government agency.

The SEC’s Office of Investor Education and Advocacy (OIEA) and Broker-Dealer Task Force are warning the more than 5 million Thrift Savings Plan (TSP) participants, and investors in other federal government employee retirement plans, that investment scam artists may pretend… Continue Reading

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The Military Consumer Toolkit for Personal Financial Managers and other counselors

The Military Consumer Toolkit for Personal Financial Managers and other counselors Military life comes with transitions. Each relocation, promotion, and change in duty status brings the need to make money-related decisions. Servicemembers’ financial decisions can have long-term effects on their… Continue Reading