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 educatorsRead More
Financial Advisor Blog
Articles are about big issues affecting readers, individual or corporate.
Almost all states could see more revenue as a result of the 2017 Act. This gives the politicians once-in-a-lifetime opportunities to shore up their public pensions with tax revenues from higher taxes they didn’t impose.Read More