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Your Summer To-Do!


If you are thinking of retiring from teaching in 2015, plan to spend a little part of your summer to get prepared.  We find that those who go through the retirement planning process early make the best retirement decisions hands down.  If you give the decisions time to breathe, you will feel confident that you made the best possible choices.  But, make sure you go through the planning process with a professional advisor who does NOT have a product to sell to you.  Work with a fee-only advisor who can help you:

1. determine what your net income will be working vs. retired
2. save taxes in retirement
3. create a cohesive financial and investment plan
4. select the best PSERS pension option for you and/or your family
5. choose low cost investment vehicles through low-cost providers like Vanguard
6. understand how to file for social security 
7. guide you on a variety of other areas such as long-term medical care and estate planning

There’s a lot to do if you don’t want to regret decisions down the line, so, get started now by contacting us.



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