If you, or your spouse, are employed by a public school district, or a charity, or a foundation, or a church based enterprise, you need to read this. First, a 403(b) plan is a defined contribution retirement plan established and maintained for employees of certain governmental employers (hospitals, public schools, etc.), churches, and 501(c)(3) tax-exempt …
Continue reading 403(b) Retirement Plans and Fiduciary Standards
Will you be able to pay for healthcare in retirement? If you become physically or mentally disabled, how will you pay the bills to keep you alive? Not being able to pay for health care in retirement is a major existential threat for millions of Americans coming to terms with their pending retirement. If you …
Here's wishing your Christmas is with family and friends and your time together is glorious. And then, just a few days later, may the New Year bring you more happiness than you can imagine. From my family to yours. Tony
My Comments: I wrote this is May of 2017. I set it aside in an effort to help minimize potential bad feelings from friends and associates who didn't, and perhaps still don't, share my values as a Social Capitalist. I've reached the point in time where I no longer give a damn if anyone 'unfriends' …
My Comments: I am now among the ranks of internet publishers! Almost four years in the making, Successful Retirement Secrets is an internet course that teaches a system to help you process retirement information. The goal is to arrive at retirement ready with enough resources to live your life to the fullest with a minimum …
Helping Define Your Financial Future 