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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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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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…
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Stock Market Craziness & Looking For Someone To Blame
If you want someone to blame for this recent bout of stock market crazy, blame China. This is what happens when a…
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Financial Tips For Newlyweds: Marriage And Money
Marriage is a huge life event and there’s no shortage of unsolicited advice. Continuing with that theme, financial tips for newlyweds should…
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Don’t Just Sit There, Do Something!
Last year, I did something way out of my comfort zone. Against my better judgment, I signed up for an endurance event…
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Getting Older Ain’t for Sissies
You never know when, but it’s really just a matter of time. Some people experience it when they realize they haven’t had…
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Welcome to The Astute Advisor Blog
Welcome to my personal blog, The Astute Advisor. Having worked in financial services since 1998 and practicing as a Certified Financial Planner™…
