Tag: finance

Financial Wellness Month

~ mstrano ~ Leave a comment

Join Chester County Library in celebrating Financial Wellness Month! Observed throughout January, we take the month to reflect on our financial wellbeing and take intiative to prepare ourselves for the new year. To participate in this month the Business Center is hosting two programs:

Sustainable Retirement: Keep your Nest Egg Intact:
Planning for a long and fulfilling retirement goes beyond just saving—it’s about creating a sustainable income that lasts. In this seminar, we’ll dive into strategies for protecting your nest egg, minimizing taxes, and optimizing withdrawals to avoid common pitfalls that cause retirees to run out of money. Join us for expert insights into building a stress-free retirement plan designed to last.

This program is hosted and presented by Zach Halvonik, Retirement Planning Advisor at Premier Planning Group.

Volunteer Income Tax Assistance (VITA) Information for Taxpayers:
Get ready for tax season with the Chester County Public Library! Before you book an appointment with a tax preparer please join us for this information session. IRS certified volunteers provide free tax preparation for low-income tax preparers, but before you file you want to ensure you have all the right information. This presentation will describe the service and what information you need to bring to have your tax returns completed. 

Please register for these events and pave the way for your financial success!

Databases Series: Morningstar Investing Center

~ rmanuel191 ~ Leave a comment

Hello! My name is Rebecca, and I am the Information Literacy Librarian here at the Chester County Library. (You might recognize me as the librarian with the purple hair!) Welcome to a new series here on our blog where every week (or thereabouts) I’ll be introducing you to one of the library’s databases. A library database, for those who are unsure, is essentially just an online resource that the library pays for so that you can access it for free with your library card!

This post is number three in the series! If you missed last week’s post, you can find it here. This week, I’m going to introduce you to Morningstar Investing Center. For those of you who are investors, you might already know of or have heard of Morningstar. Morningstar is a resource that provides trusted, unbiased research, expertise, analysis, and portfolio-building tools aimed at helping all levels of individual investor. You can find authoritative information on companies, mutual funds, exchange-traded funds, and stocks alongside its other features aimed at helping you grow as a hands-on investor and active trader. For those just starting out, check out Morningstar’s Investing Classroom, which offers courses either in text or in video on various investing-related topics, from stocks, funds, and bonds to retirement and lifestyle planning and more.

Find Morningstar Investing Center on our website by going to chescolibraries.org –> Tools and Research –> All CCLS Databases –> M –> Morningstar Investing Center

*Please note that the library’s subscription only allows for a limited number of concurrent users. Please sign out when you’re not actively using it to allow others to access the resource.