Financial and Retirement Planning

As an independent financial advisor, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, annuities, and life insurance programs.

403b Plan Advisor for Teachers and Administrators in Massachusetts

By: Tim Hayes Financial Advisor - posted in: Financial & Retirement Planning - Last updated Nov 19, 2018

For the past 26 years, I’ve had the pleasure of providing financial advice to educators as their financial 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

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It Is Not Your Fault You Retired When the Stock Market Was High and Interest Rates Were Low

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.

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