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Retiring From
NIPSCO

Wisely Advised specializes in helping union workers at NIPSCO build a financial strategy to plan for retirement, manage and allocate investments, and assist with estate planning needs. One of the most common statements we hear is "I'm busy with my career and family, and don't have any time to focus on my finances, let alone understand where to begin." Yet your personal finances are such a critical part of your future. It means you reaching your life's goals such as assisting your children with their educational expenses, retiring early to spend more time with loved ones, or fulfilling your desire to travel more. Whatever the case may be achieving your financial goals requires attention because there are several moving parts.  If the trouble of managing it yourself seems overwhelming, we can help.

Here are some key points of how Wisely Advised approaches NIPSCO's compensation and benefit plans with a client's overall financial picture.

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Do you know the answers to these questions?

  • What pension plan am I enrolled in?

  • How are my benefits paid out depending on which plan I’m enrolled in?

  • What are the minimum requirements for early retirement?

  • What is the Rule of 85?

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​Do you know the answers to these questions?

  • Is my 401k properly allocated according to my financial plan?

  • How much Nipsco stock should I hold in my 401k?

  • How can I utilize my HSA as an investment in my health?

  • Do I have the proper life insurance coverage?

  • Do I have the proper estate plan?

 

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Other Resources

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