Retirement Planning for Teachers & Administrators
For the past 26 years, I’ve had the pleasure of providing financial advice to educators as their advisor for their 403b plans.
During this time, I have accumulated a reservoir of knowledge on your retirement system, the social security offset/windfall elimination, 403b plans, and other financial issues specific to educators
Review the choices in your 403(b) plan recommend one or two and build and monitor your portfolio.
Some of the 403(b) plans I can work with are Fidelity Investments, American Funds, Putnam, Oppenheimer, Security Benefit, MFS.
Teachers Financial Topics
You will able to put a little more into your workplace retirement account in 2018.Read More
Back in the day before private employers dismantled their traditional pensions and replaced them with 401(k)s, if someone told you that they had a pension, you wouldn’t know whether they worked for the public or private sector.Read More
Public employees in Massachusetts get impacted by two Federal Laws because they do not pay into Security Security.Read More
You just retired. Along with a great career, you have built up a substantial 401(k) balance. It took a while, but you got the hang of investing in equities: never comfortable with the ups and downs, but always focusing on long-term growth.Read More
Public school educators including university professors and administrators can save more pretax than any other employee in either the public or private sector.Read More