Teachers: 5 Things You Should Know About a 403(b)

This summer, I was tasked with overhauling Retirement Homeroom, a National Life website dedicated to helping Educators and School District Employees plan for retirement. Like any project, I started with an open mind, gathering as much knowledge as I could and putting myself in the shoes of those we seek to help: Teachers. I found myself back in the classrooms of my favorite teachers, reflecting on their contributions to who I am – and where I am – today. I thought about the relentless “one-paper-every-weekend” assignment in Mr. Hayes’ AP English Class: I mastered the art of the m-dash. I left more prepared for college than I ever imagined. I became a writer.

(more…)

Read More  

When it Comes to Planning Your Financial Future, Don’t Go it Alone.

We live in a high-tech world where information about all topics under the sun is available at your fingertips. We are moving toward self-service and automatic access to everything. I love that I can look at my checking account balance on my phone; I love that I can make dinner reservations with a couple of clicks, and I love that I can confirm a dentist appointment with a one-letter text message response.

While high-tech solutions offer tremendous convenience, some things are still much better when they are high-touch. One of these things is retirement planning and creating a financial plan for the future. (more…)

Read More