Today’s presentation is understanding TRS and social security for educators. My name is Edgar Ortiz. I’m a senior retirement planning specialist. My info is on the screen. You can make an appointment via email phone call use a virtual session or if your...
Retirement is a massive life change and mindset shift. When you go from accumulating assets to distributing assets to provide for your lifestyle, it is best to consult with a professional to help you make prudent decisions. A financial advisor will help you create an...
Wealth advisors can help create a plan that not only focuses on present day items such as investment management, tax planning, business planning, and risk management, but also future considerations such as estate planning, charitable planning, and retirement...
Written by: Scott Hauptmann It’s already difficult to reach employees and educate them on the need to save for retirement, and the task is made harder when some employees speak a different language or grew up in a different culture. While there’s not a one size fits...
April Recap and May Outlook COVID concerns took a definitive backseat as mask mandates on flights ended, and the concerns about the economy turned to how bad things will get. The concerns over the disruption of the ongoing war in Ukraine, 40+ year record inflation,...