Category Archives: Uncategorized

These six, tried-and-true methods, will boost your investment results and help you build a better portfolio. — Read on http://www.investopedia.com/articles/stocks/11/6-ways-improve-portfolio-returns.asp

Lt. Kaffee told Corporal Dawson at the end of A Few Good Men, “you don’t need to wear a patch on your arm to have honor”. Although this quote is from a fictional movie, I believe the message to be true in the retirement planning space as well. In the financial advising world, the patchContinue reading “A Few Good Registered Reps”

WorkLife, powered by yours truly, is my introduction into holistic retirement planning. What do I mean by holistic? How important will my financial advice be if my clients are too unhealthy or too severely depressed to enjoy life? WorkLife addresses physical well-being, mental well-being, and financial well-being. Check it out: https://jsc403b.loyalty.life/#/signup/SmltIENhdmFuYXVnaFNvY2lhbCBNZWRpYSBMZWFkc05ldyBZb3Jr

It’s perplexing why school district personnel decided distributing retirement programs in the faculty break room was a good idea. These poor teachers get approximately 40 minutes to themselves. Maybe they enjoy adult time with colleagues, or quiet time away from excited children, or simply sitting down to collect their thoughts. The last thing they wantContinue reading “403(b) Distribution: The Faculty Break Room”

No excuses this year, plenty of time to work on the swing. There are obvious differences between amateur golfers and professional golfers’ swings. Here they are, and how to avoid them. — Read on http://www.golf.com/instruction/columns-instruction/2020/02/10/amateur-golf-swing-mistakes-pros/

A message for my 403(b) clients, A timely and sensible article during difficult unpredictable financial times. In terms of the stock market and your retirement accounts, the last few weeks have been the most volatile time in recent years. Gains and losses not only happen more frequently, they are far more extreme than we haveContinue reading “A message to my 403(b) clients”

Riveting presentation providing awareness to NEA Member Benefits, Discounts and Retirement Program. Love STELLAR Rooms and Smart Boards!!!!

How many teachers go through their career promising themselves they will have their 403(b) reviewed for performance and cost? My guess is a lot. The reality is, objective reviews do exist and they take approximately 30 to 45 minutes. This minimal investment in time will provide reassurance in your current plan. Set up a virtualContinue reading “Do It Now”