CTAinvest.org was developed by CTA to help
you learn more about your retirement benefits, voluntary retirement
savings, basic financial topics, insurance and estate planning.
addition to the articles, the site features helpful calculators, short videos,
financial checklist and quizzes.
We've also included an Ask the Advisor
section that allows you to post a question and includes answers to
frequently asked questions.
Each of the main navigation sections covers a range of topics. You'll
also find links to relevant videos, calculators, Webinars, etc., within
each section. So, as you're reading about a topic, you can easily click
to view a corresponding video or use an appropriate calculator.
- Retirement Planning. This section covers some of the basics of retirement
planning, including what you need to do in your 20s, 30s, 40s, and 50s
and 60s; a pre-retirement countdown; how to create a retirement budget; a
personalized checklist; and more.
includes a short introduction to CalSTRS and CalPERS, with links
that can help you estimate your CalSTRS or CalPERS pension benefit.
Plans. Learn more about how 403(b) and 457 plans work, what they can
do for you and how to take advantage of them.
includes content about the nuts and bolts of investing, how mutual funds
and annuities work, and more.
- Saving and
Spending. This section helps you define your savings goals and find
ways to juggle the many different demands on your paycheck. It also
discusses basic money management principles, such as how to set up a
spending plan or budget and how to manage your credit.
- Insurance and
Estate Planning covers topics like life insurance, disability
insurance, and property and casualty insurance (for your home and
vehicles). The estate planning content discusses the importance of
having a will, establishing a durable power of attorney and creating
advance directives to help ensure that your wishes for medical care are
We hope you find this site to be interesting,
informative and helpful.