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Retiring Teachers in 2018? Here’s Big Idea #5

Chances are if you are retiring in June, you have or will be scheduling an exit counselling session with the folks at PSERS. PSERS does an excellent job helping members through the administrative aspects of retiring. They explain the options. They help you understand...

How to Pay Zero Tax on Dividends and Capital Gains

Fortunately under the new tax code the thresholds remain to qualify for zero tax on qualified dividends and capital gains.  Taxpayers who are in the old 10% and 15% tax brackets are the beneficiaries of this little wrinkle of the tax code and the good news is that it...

Retiring Teachers in 2018? Here’s Big Idea #4

BIG IDEA #4 – Don’t Overlook Option #1 How the Public School Employee’s Retirement System can be understood through an examination of Option #1. First, it might be helpful to think of PSERS as a life insurance company. They provide benefits to it’s members...

5 Best Practices for an Organized Financial Life

Tax season just serves as an indirect reminder of how disorganized our financial lives can become, in the midst of the mad scramble to gather all the relevant financial documents and information in time for April 15th. Christine Benz from Morningstar offers some...