BLOG, ARTICLES, & RESOURCES

Here's to growing together!

Tax-Smart Retirement for Educators: Keep More of Your Hard-Earned Money

Tax-Smart Retirement for Educators: Keep More of Your Hard-Earned Money

Discover the best tax strategies for educators approaching retirement. Learn how to minimize tax burdens on your pension, Social Security, and retirement savings. ...more

Tax-Smart Retirement for Educators: Keep More of Your Hard-Earned Money

April 18, 20253 min read

The Smart Teacher’s Guide to Financial Freedom: Avoiding Common Money Mistakes

The Smart Teacher’s Guide to Financial Freedom: Avoiding Common Money Mistakes

Learn how to avoid the biggest financial mistakes teachers make and secure a stress-free future. Discover smart budgeting, retirement planning, and investment strategies tailored for educators. ...more

The Smart Teacher’s Guide to Financial Freedom: Avoiding Common Money Mistakes

April 18, 20255 min read

The Hidden Issues in 403b Plans: What Every Educator Needs to Know

The Hidden Issues in 403b Plans: What Every Educator Needs to Know

Are hidden fees eating away at your 403b retirement savings? Learn the biggest issues with 403b plans, how they impact educators, and what steps you can take to secure your financial future. ...more

The Hidden Issues in 403b Plans: What Every Educator Needs to Know

April 04, 20255 min read

The Smart Teacher’s Guide to Building Wealth: Making the Most of Your 403(b) & 457(b) Plans

The Smart Teacher’s Guide to Building Wealth: Making the Most of Your 403(b) & 457(b) Plans

Educators, are you making the most of your retirement savings? Learn how 403(b) and 457(b) plans can help you build wealth, reduce taxes, and retire with confidence! ...more

The Smart Teacher’s Guide to Building Wealth: Making the Most of Your 403(b) & 457(b) Plans

March 31, 20253 min read

Closing the Pension Gap: Smart Savings Strategies for Educators

Closing the Pension Gap: Smart Savings Strategies for Educators

Many educators face a pension gap that could impact their retirement. Discover smart savings strategies, including 403(b) and 457(b) plans, Roth IRAs, and other financial tools to secure your future. ...more

Closing the Pension Gap: Smart Savings Strategies for Educators

March 21, 20254 min read

The WEP & GPO Repeal: What Educators Need to Know About This Game-Changing Retirement Update

The WEP & GPO Repeal: What Educators Need to Know About This Game-Changing Retirement Update

Educators, your Social Security benefits just got a major boost! The repeal of WEP & GPO means more retirement income for you. Find out how this change affects your future and what steps you need to t... ...more

The WEP & GPO Repeal: What Educators Need to Know About This Game-Changing Retirement Update

March 14, 20254 min read

Seniors Biggest Mistake when getting Medicare

Seniors Biggest Mistake when getting Medicare

The number one mistake we see Seniors make when they turn 65 and can receive Medicare is waiting too long before applying for it.  Medicare allows an individual who is turning 65 a seven-month period ... ...more

Seniors Biggest Mistake when getting Medicare

February 23, 20232 min read

CONTACT US:

Email: [email protected]

Office: 440-306-8349

Open Hours: www.debbiescalendar.com

DISCLAIMER:

This content is for informational purposes only.

BLOGS & RESOURCES

Tax-Smart Retirement for Educators: Keep More of Your Hard-Earned Money

Tax-Smart Retirement for Educators: Keep More of Your Hard-Earned Money

Discover the best tax strategies for educators approaching retirement. Learn how to minimize tax burdens on your pension, Social Security, and retirement savings. ...more

Tax-Smart Retirement for Educators: Keep More of Your Hard-Earned Money

April 18, 20253 min read

CONTACT US:


[email protected]

Office: 714.543.5900

Hours: Monday - Friday | 8AM - 5PM

DISCLAIMER:


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.


We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190

Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626

Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.