What is Plan It™: Retire Ready Toolkit?
Plan It is an online toolkit designed to help baby boomers plan for—and achieve—financially secure retirement years. The motivation for this site: Give preretirees—who may be frozen into inaction—the tools to plan for their later years and say, “I can do this,” with the assistance of credit unions. Interactive tools will help users create a personal profile, adjust variables to aid in planning, engage with real-life people facing preretirement challenges, track their own retirement savings, print personalized charts, and make retirement to-do checklists. Information will be provided as articles, tips, frequently asked questions, audio, and more.

Why does Plan It appear on my local credit union’s Web site?
Credit Union National Association grants a subscribing credit union a nontransferable right to make the contents of Plan It™: Retire Ready Toolkit available to its members exclusively via its Web site. CUNA accepts no liability for, and credit union shall be solely liable for, accuracy of material added or altered by credit union as well as related compliance requirements. CUNA & Affiliates offers hot links to other Web sites from Plan It as a service to subscribers. CUNA & Affiliates does not endorse, approve, or control these external Internet Web sites (or any specific commercial product or service their pages mention), or guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of information their pages contain.

Are the contents of Plan It copyrighted?
Members may download Plan It contents only for personal noncommercial use. All other rights reserved.

Permission to reprint must be obtained in writing.

How can I contact Plan It staff?

The electronic address is PlanIt@cuna.com

Address mail to:
Center for Personal Finance
P.O. Box 431
Madison, WI 53701-0431
The fax number is 608-231-4370

Editorial and Business Staff
James Hanson, publisher
Susan Tiffany, CCUFC, director, consumer publications
Jan Garkey, manager, adult member education
Michelle Dosher, senior editor
Erienne Andvik, editorial intern
Savannah Ziegelbauer, editorial intern
Joe Day, director, new business development
Vikki Kinsler, permissions manager
Debbie Michels, circulation and product fulfillment coordinator

Design and Production Staff
Dorothy Steffens, vice president, Web services
Kevin Knope, director, Web services
Chris Hill, senior Web programmer
Bob Alderson, managing editor
Ben Raboine, associate Web programmer
Barb Bender, coordinator, resource center
Linda Des Lauriers, manager, design and production
Diane Meyers, graphic designer
Brad Nellis, Distillery Design
Bethany Friedericks, Distillery Design

Special Contributions
Leah Knope, senior business development and systems analyst
Steve Rick, senior economist
Tom Dunn, editor and communications consultant
Megan Hawkos, benefits manager

Address subscription-related correspondence to: Plan It, P.O. Box 461, Annapolis Junction, MD 20701-0461; 800-348-3646.