If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your bank or financial manager and think that they’re speaking a foreign language? Between acronyms, money talk, and words longer than my arm, it’s no wonder that sometimes going to the bank is similar to going to the dentist - but hopefully not as painful. We wanted to help with that. Here are a few financial terms you...
In the seven years that we spent working for STRS Ohio we gained a first-class understanding of pension benefits that is entirely unique in the financial planning world.
We give teachers and other professionals advice to help them feel informed and confident when planning their retirement.
We have learned that the biggest challenge for most public employees is understanding how everything fits together at retirement.
We advise you on your optimal retirement date, whether or not to take a PLOP, how much to leave your beneficiary, and most importantly, compare your current income to your retirement income.
Planning for retirement in the public sector is a complicated process and mistakes are often made that are irrevocable.
It is our goal that you will leave our first meeting with a better understanding of what retirement decisions are best for you and a step-by-step process to help you pursue your goals.