New From WISER

Are You Up for the iOme Challenge?

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The iOme Challenge is a national effort to engage young people to think about their financial future. The iOme Challenge asks student teams to write an essay and create a video to raise awareness about the impact of financial security in retirement and how it connects to the social and economic wellbeing of our society. Top prize is $5,000. The winning team will also be invited to Washington, DC in late June to meet with policymakers on Capitol Hill and at the White House and present the winning paper at a national symposium. For the 2016 iOme Challenge question, check out

WISER Newsletter

WISER's latest newsletter includes a feature on reverse mortgages and reverse mortgage scams, offers tips for choosing between a monthly payment or lump sum pension payout, and highlights recent research on caregivers. You can also learn more about new resources available including the Administration for Community Living's new campaign focused on brain health, and the Department of Health & Human Services new site,

Click here to download the newsletter.


WISER on the Road! Forum in Minneapolis

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The forum, Seeking Better Outcomes: Expanding Coverage, Enhancing Portability, Improving Plan Design & Solving Retirement Income will take place in Minneapolis, Minnesota on March 10, 2016 at the Windows on Minnesota. This forum is co-sponsored by Franklin Templeton Investments.

Keynote speakers include Judy Mares, EBSA's Deputy Assistant Secretary, U.S. Department of Labor; and Tim Pawlenty, CEO and President, Financial Services Roundtable. Find out more about the event and register today!

Check Out the WISER Blog

Taking the First Step towards a Secure Financial Future

Tax season is upon us, and you may have noticed a familiar document in your mailbox: your W2s. Although preparing taxes can be an extra strain on what is an already busy schedule, it also presents an annual opportunity to evaluate your finances and think about long-term financial planning. Facing retirement planning head-on can be daunting, but taking the process step-by-step can ease the intimidation factor. The first step in long-term financial planning is figuring out the difference between your expected retirement income and need. Check out WISER's blog to learn more.

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Investment Income Calculator

Use WISER's calculator to determine when you should start saving for retirement and how much you can really afford to save. (Excel file).