403b Plans And What Teachers Need To Know
Retirement investing for teachers can be confusing. In addition to pensions, teachers can have access to 403b and 457 plans. There are…
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Retirement Home Purchase: 4 Questions Answered
Retirement Home Purchase: 4 Questions Answered is a guest post from Dave Rowan, CFP® and founder of Rowan Financial, LLC. You’ve spent…
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CalSTRS Won’t Be Enough For Retirement
CalSTRS won’t be enough for your retirement and I know that sounds harsh. While having a pension can bring a sense of…
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How To Make Smarter Investing Decisions
Investing decisions can be hard with all of the noise out there. As a financial advisor, I’ve seen the damage caused when…
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Why Teachers Should Review Their 457 Plan Today
If you’re a school teacher, you’ve got a lot on your plate. Reviewing your 457 plan might not be high on your priority…
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How 403(b) and 457 Plans Work Together
If you’re a public school teacher in California, there’s a lot to consider when saving for retirement. Teachers have more choices than…
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How CalSTRS and Social Security Benefits Work Together
Guest post from Devin Carroll at the Social Security Intelligence blog. SPECIAL NOTE: Effective January 5, 2025 the Social Security Fairness Act is…
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Investing Mistakes To Avoid When Markets Get Rough
It is human nature to avoid danger. When confronted by it, we are forced into a fight or flight situation. However, when…
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Do You Have A Social Security Back-up Plan?
Guest post from Jason Parker with Parker Financial LLC and Sound Retirement Planning. Should you have a Social Security back-up plan for…
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Home Ownership – Should I Buy a House or Rent?
At some point, most everyone has asked the question “should I buy house or rent?” Buying a home is often considered a…
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Should I pay off my mortgage or invest?
The most common question I hear from clients, both young and old, is “should I pay off my mortgage or invest?” The…
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Roth 401k Plans Explained: What You Need To Know
The ability to save in a Roth 401k has been around since the Pension Protection Act of 2006. This act allowed businesses…
