Retirement Specialist With Over 40 Years Of Retirement Planning Experience

Year: 2021

In general, yes, a 403(b) plan for teachers is a good place to begin your retirement planning. Also known as a tax-sheltered annuity, a 403(b) plan is an employer-sponsored plan designed for employees of specific…

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It’s a YES! Yes. Unless you absolutely cannot afford to set aside any dollars whatsoever, you should contribute to your employer’s 401(k) plan. A 401(k) plan is one of the most powerful tools you can…

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Whether you’re a veteran or just starting out in the military, planning and preparing your estate is of vital importance. Why is estate planning so critical? Because, at your death, you leave behind the people…

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You will need to think about the disposition of your assets at your death and any tax implications. Statistically speaking, women live longer than men. So if you are married, you’ll also probably have the…

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