In episode two of our new pod series: 403(b) & 457(b) Basics Scott and Dan look at asset allocation. They describe what it is, why it's important and they go over several strategies for allocating a 403(b) and a 457(b).
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Barbara O’Neill, PhD, CFP, AFC, owner/CEO of Money Talk: Financial Planning Seminars and Publications, and a monthly columnist for 403bwise talks spring cleaning your personal finances.
Spring cleaning is more than deep cleaning and decluttering. It is a great time to neaten up your finances.
Nicole and Larry Dubill, two Buffalo, NY area educators, share passion for education, music, and 403(b) advocacy.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Teacher who sought to educate colleagues about the 403(b) gets threatening email from Equitable. We read and discuss correspondence.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).