Author Archives: Jim Cavanaugh

Trusted Advice

In the 403(b) world, knowing the intentions of the Financial Advisor (FA) could save you thousands of dollars. Is the FA out for your best interest? Do they put your intentions in front of their own? Can they write business with multiple companies approved by your school district? Do you enjoy their company? Answers toContinue reading “Trusted Advice”

Teachers be aware of sharks lurking in your lunchroom….

Teachers looking for independent objective financial advice, do your homework when it comes to where you invest your money. Not all insurance company representatives are out for your best interest. Ask specific questions: 1. Are you independent? 2. Can you write products outside of your company? 3. How do you get paid? Many of theseContinue reading “Teachers be aware of sharks lurking in your lunchroom….”

Welcome Back Teachers!

Who is not looking forward to going back to work? I mean, c’mon, peaceful days at the beach, listening to the waves crash during a sun splashed Tuesday? Or herding excited, loud, overzealous kids back to their school routines? Going back after summer break is always an adjustment. Best of luck with the transition andContinue reading “Welcome Back Teachers!”