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Monday, May 18, 2026

Financial upheaval can happen at any time. Maybe you experience an unexpected layoff or a sudden illness that keeps you from work. The best way to weather that type of financial stress is to have an emergency fund already in place. The...

Wednesday, April 15, 2026

A question we’re commonly asked is which is the best account for teachers to use when saving for retirement, a 403(b) or a Roth IRA. The answer really depends on your situation. Let’s start with the difference between the two. A 403(b)...

Monday, March 16, 2026

Have you considered how you can provide your teachers with a better way to save for retirement? As reported in the New York Times, many school retirement plans provided by districts across the country have been less than stellar over...

Monday, February 16, 2026

Many people tend to avoid the b-word, budget. But a budget is just a plan that gives you control over your finances by tracking what comes in and what goes out. It's that simple and it doesn't need to be fancy. It could be just two...

Thursday, January 15, 2026

403(b) plans for teachers, unfortunately, don’t offer most of the same protections that 401(k) plans do for other professionals. Here’s what to look for before choosing a 403(b). First, look at your district’s approved vendor list. If...