More than a Money Manager.

What Teachers Should Know About Retirement Planning

Posted by Manish Khatta on December 19, 2018

It goes without saying that teachers play one of the most critical roles in American society as the primary individuals responsible, other than a young person’s parents, for helping to create the next generation of leaders and workers.

But that weighty responsibility rarely matches up with the highest salary. As a result, retirement planning requires additional foresight, planning, and better lifelong financial habits for teachers than for their white-collar counterparts working the 9 to 5 in a downtown corner office.

And on top of that, teachers often have more intricate possibilities for retirement because they can invest in pension accounts. The question for teachers becomes not only how much can I or should I invest, but also which mix of accounts will create the best opportunity for a satisfying retirement?

Let’s take a hard look at what teachers need to know about retirement planning. If you’re a teacher, you know that your financial security can be completely different than the teacher across the hall from you.

Read More

Topics: 403b Resources

What is a 403b account and how to make yours better

Posted by Manish Khatta on September 14, 2018

Your employer’s 403b retirement plan offers you the opportunity to save more of the money you earn and invest it for your financial future.

When you chose to invest through your employer’s 403b retirement plan, how you invested was entirely up to you. That could have been good or bad—good if you had a wide range of choices to help you invest in a way that suited your style and needs, but bad if you were new to investing or didn’t have time to research the options available in your plan.

This guide is designed to help you better understand and manage your 403b retirement plan, whether you’re a new or experienced investor.

Click here to find out if your 403b account stinks
Read More

Topics: 403b Resources

How can Fidelity BrokerageLink® help your 403b retirement account?

Posted by Manish Khatta on July 9, 2018

Your 403b retirement plan is innovative because it offers you choices for planning your retirement. But when you look more closely at your employer-sponsored retirement plan, you may discover the illusion of choice—you may be able to choose where and how to direct your savings, but the range of investment options you must choose from are often limited.

Add to this problem that many of these options are poor to begin with—overexposed to risky sectors, rife with conflicts of interest, and returns that are too closely aligned to offer any diversification benefits.

Read More

Topics: 403b Resources

Ultimately we like to say that we are "More than a Money Manager. This is a small business run by people not robots. We talk, we plan, we execute together, as partners working to achieve the same goal."

Here are some topics you'll read about in our blog:

  • Our risk management techniques that make investing a smoother ride.
  • An inside view of our industry including the ugly nobody wants to talk about.
  • Our company culture and the people behind the process and much more...

Subscribe to Email Updates

Recent Posts