Quick Takes - BPAS University

You have questions, we have answers.

In less than one minute, our BPAS experts share quick, easy insights on a variety of financial topics. Ready to learn something new fast? Watch now and get informed in under 60 seconds.

Text on a dark blue background: "Quick Take: What’s a 50/30/20 Budget? Featuring Joe McCabe, QKA®, AIF® Employee Benefits Trust Officer BPAS Fiduciary Services." — What’s a 50/30/20 Budget?

Text on a dark blue background: "Quick Take: How much should I have in emergency savings? Featuring Joe McCabe, QKA, AIF Employee Benefits Trust Officer BPAS Fiduciary Services." — How much should I have in emergency savings?

Quick Take: Why should I start saving and investing? Featuring Isaac Coutier, Retirement Plan Education Coordinator. — Why should I start saving and investing?

Taxes: 3 ways to save

Quick Take: Why should I start saving for retirement? Featuring Dennis Duarte, CPFA, Regional Sales Director, Workplace Retirement Plans. — Why should I start saving for retirement?

Quick Take: Workplace Retirement Plans. Featuring Dalton Lehnen, Certified Financial Planner, BPAS Trust Officer. — Workplace Retirement Plans

Quick Take: The Gem within your retirement account. Featuring Odaliza Martinez, Participant Education Specialist. — The Gem Within Your Retirement Account

Text on a dark blue background: "Quick Take: Why should I utilize an IRA? Featuring David Kluth Senior IRA Specialist." — Why should I utilize an IRA?

Quick Take: How much should you save for retirement each pay cycle? Featuring Alyssa Ziech, Participant Education Specialist. — How much should you save each pay cycle

Text on a dark blue background: "Quick Take: When was the last time you updated your beneficiaries? Featuring Odaliza Martinez, Participant Education Specialist." — When was the last time you updated your beneficiaries?

Quick Take: What's an RMD? Featuring Melissa Varvarezis, BPAS Participant Success Manager, on a dark blue background. — What’s an RMD?

Quick Take: Test out your retirement budget...before retiring! Featuring Odaliza Martinez, Participant Education Specialist. — Retirement Budget

Text on a dark blue background: "Quick Take: I’m leaving my current employer...Should I save or spend my retirement account balance? Featuring Kathryn Meiman, CFEI® BPAS Participant Success Specialist." — Should I spend or save my retirement account balance?

Text on a dark blue background: "Quick Take: What are two benefits of an HSA? Featuring Hannie Spitzack, FCS CDHP Partner Success Manager." — HSA: Two Benefits

Text on a dark blue background: "Quick Take: Paying medical bills with my HSA...Now or Later? Featuring Melissa Varvarezis, CFP®, QKA® Participant Success Manager." — Quick Take HSA Paying Medical Bills now or later

What’s a DCAP?

"Text on a blue background: 'Quick Take: What is Social Security?' Featuring Amy E. Kemp, Vice President, Consulting @ BPAS Actuarial & Pension Services." — What is Social Security?

Text on a dark blue background: "Quick Take: How is Social Security Calculated? Featuring Amy E. Kemp, ASA, EA, MAAA Vice President, Consulting @ BPAS Actuarial & Pension Services." — How is Social Security calculated?

Quick Take: New Social Security Login Procedures. Featuring Melissa Varvareszis, CFP®, QKA®, Participant Success Manager. — Social Security Login

Social Security while Working

Text on a dark blue background: "Quick Take: How long should your retirement funds last? Featuring Odaliza Martinez, Participant Education Specialist." — How long should retirement money last

Best time to retire