Updating your beneficiary forms is one of those ‘important but not urgent’ personal finance To Do’s. Which means it can get put off until it’s too late. The saddest phone call an advisor will ever receive is that a client passed away. This happened to me recently. One of my dear clients, a former […]
This week on the blog, in honor of Teacher Appreciation Day, I’m sharing some of my favorite teacher quotes. My work in the financial services industry became immensely meaningful in 2008, when I first started doing retirement planning for school teachers. I had the honor of facilitating Lunch ‘n Learn workshops for educators at […]
FYI, the contribution limits on 401K, 403b and some 457 plans have increased for 2018 to $18,500 (up from $18,000 for 2017). If you’re over 50, you qualify for the Catch-up provision, so you get to contribute an additional $6,000 (for both 2017 & 2018). For my school teacher clients who have a 403b account […]