We dig into the two advising services firm offers: 1) Vanguard Digital Advisor; and 2) Vanguard Personal Advisor.
We go over the insurance policies every educator should consider having.
Taylor Swift is amazing for so many reasons: talented singer-songwriter, role model, activist. But did you know that she has written 10 songs about the K-12 403(b)?
SB 263 — which could be a model for other states — will decrease the number of sales of life insurance and annuities to consumers that are not in consumers’ best interests by prohibiting insurance producers from receiving incentives beyond allowable commissions or fees (such as prizes, rent reimbursement, etc.) for their sales and also prohibiting producers from making sales when they do not know if the product is in the consumer’s best interest.
Bill also covers sale of life insurance products.
If only Congress had adopted a 2003 Bush Administration plan to drastically simplify saving for retirement. We interview William Sweetnam the Benefits Tax Counsel at the Treasury Department from 2001-2005.
Classic bank run has many wondering how they can protect their savings.
Lobbying organization is actively working to make saving for retirement more expensive for educators.
Matt Raleigh on teaching and co-writing a saving-for-retirement guide for California teachers.
Teacher turned travel-hacker/blogger extraordinaire, Zac Hood talks leveraging credit card use to travel "freely."
That is how much money teacher-turned planner David Gourley has saved teachers in student loan repayment.
On January 31, 2003, the Bush Administration announced a plan to drastically change how Americans save in defined contribution plans. Unfortunately that plan never got the public debate it deserved. Scott and Dan discuss the never implemented plan.
Horrified by complexity of SECURE Act 2.0 and saving for retirement in general, Dan and Scott devise a better way to save for retirement, medical expenses and college.
We welcome back Barb O’Neill, CFP, AFC (Accredited Financial Counselor) and 403bwise columnist to discuss wise 403(b) and other money moves to make in 2023.
In part two of our two-part look at SECURE 2.0, we focus on provisions most applicable to the 403(b) and educators.
SECURE: Setting Every Community Up for Retirement Enhancement or Exasperation? Part one of two part look at new retirement savings legislation.
Dallas area educator Rashad Muhammad and his teacher wife are well on their way to financial security after paying off more than $85,000 in debt while also saving for a home down payment. Additionally, they are retirement plan super savers. But it wasn’t always this way.
We break down what we consider to be the top 5 403(b) stories of 2022.
In part two of our conversation with money manager Cullen Roche, he discusses the concept of All Duration Investing and his recent paper on the topic.
Cullen Roche, author, money manager, and one of the most astute financial minds, returns to talk video making, inflation, housing and markets in part one of our two part conversation.
Kevin Benson, executive director of the Southern Education Retirement Consortium, believes he has the solution for small and mid-size school districts looking to offer quality 403(b), 457(b) and 401(a) plans.
Was it all just a dream? New Jersey teachers are losing a fantastic 403(b) option: Lincoln Investment's Participant Directed Platform. Dan and Scott interview New Jersey teacher Chris Nye who shares what he has learned about the future of Lincoln PDP in New Jersey.
Tax Deferred Services, whose CEO was arrested in what the California Department of Insurance called a “$4 million securities fraud scheme,” blankets teacher email inboxes with deceptive message.
Illinois Principal Scott Liska teamed up with the business manager to dramatically improve Evergreen Park ESD 124's 403(b) and 457(b) plan.
Looking for a higher interest rate in your fixed investment(s)? Scott details some provisions that might help.
Interest rates are rising. What should you be doing?