BLOG, ARTICLES, & RESOURCES
Here's to growing together!
Most teachers think their 403(b) is a safe path to retirement—but what if it’s quietly eating away at their savings? ...more
What’s Really Hiding in Your 403(b)? The Truth Every Educator Should Know Before It’s Too Late
October 12, 2025•6 min read
Life is full of pop quizzes, and your finances are no exception. Discover how educators—both in public and private schools—can build a strong financial safety net to protect their families from unexpe... ...more
Your Family’s Financial Parachute: How Educators Can Build the BEST Safety Net
September 28, 2025•5 min read
Educators—your legacy is more than money. Discover how to create a simple, lasting plan that protects your family, covers final expenses, and plants seeds of love for future generations. ...more
What’s Your Legacy Plan? How Educators Can Leave Love, Not Just Money
September 22, 2025•6 min read
Educators, have you ever wondered what would happen to your family if your paycheck suddenly stopped? This guide explains income continuation, paycheck protection, and how teachers can safeguard their... ...more
What Happens to Your Money After You’re Gone? A Teacher’s Guide to Protecting Your Paycheck
September 15, 2025•6 min read
Educators, will your pension cover your whole retirement? Discover how to calculate your pension gap, why it matters, and practical steps to bridge it—so you can retire with clarity, confidence, and p... ...more
Bridging the Pension Gap: A Teacher’s Guide to a Secure Retirement
September 01, 2025•6 min read
Educators, are you ready to stretch your retirement income, maximize Social Security, and protect your savings from inflation? Discover simple, practical strategies designed just for teachers—so you c... ...more
Maximize Your Retirement Income for Life: A Teacher’s Guide to Financial Clarity and Confidence
August 25, 2025•6 min read
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, 2023•2 min read
DISCLAIMER:
This content is for informational purposes only.
Most teachers think their 403(b) is a safe path to retirement—but what if it’s quietly eating away at their savings? ...more
What’s Really Hiding in Your 403(b)? The Truth Every Educator Should Know Before It’s Too Late
October 12, 2025•6 min read
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.