A former teacher worries about running out of money in retirement. Don’t we all? Look for this article in the Business Section of the LA Times this Sunday, September 28: Click here. Other tidbits in the investment world Some California Teachers wonder about Pension2 changes: If you are investing in Pension2, you have gotten a …
Retired teacher worries about running out of money & other tidbits Read More »
A teacher colleague of mine was rejected when asking for financial help because the advisor told my reader that “…a lot of financial advisers don’t like to take hourly work.” Wow! This adviser’s comment is absolutely against Garrett’s founder Sheryl Garrett mission statement about fee-only, hourly work. For the record, this adviser has been taken off the Garrette Planning Network.
Read this short story, and you will discover how to best approach and interview a potential adviser and if something goes array you can report a complaint.
Los Angeles Unified School District employees have the option to enroll in two tax-deferred retirement plans—a 457(b) plan and/or a 403(b) plan. District policy on vendor access to campuses differs greatly for each plan. In this article I hope to resolve any question regarding vendor access to school campuses and, for that matter, any …
Can 403b vendors sell product on LAUSD school campuses? Read More »