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Auto Enrollment Overview
We know how busy everyday life can be, and that’s why we’re here to make saving for your future easier. With auto-enrollment, you can start building your retirement savings automatically—no extra steps required. A small percentage of your paycheck will be contributed to your retirement plan, based on default plan...
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Stop failing your financial plan
Written by: Dennis Bielik, CFA®, FRM“A goal without a plan is just a wish” – Antoine de Saint-Exupery. As a Financial...
3 Steps to Improve Your Credit Score
Written by: Dennis Bielik, CFA®, FRMCredit scores will play an important part in many purchases you make throughout...
Fixed-Income: Grab a Seat and Watch the Game Play Out
Written by: Dennis Bielik, CFA®, FRMThere is nothing more popular or prevalent than diversification and asset...
4 Steps to Not Get Spooked by Holiday Volatility
Written by: Chris Jamail, CFP® & Dennis Bielik, CFA®, FRMFall is back again. It’s a season defined by transition...
Emergency Savings
In 2017, 34% of American households experienced a major, unexpected expense – and only 39% of Americans said they...
New 403(b) Rules Adopted by TRS
The Teacher Retirement System of Texas (TRS) was given authority by the Texas Legislature in 2001 to oversee 403(b)...
Trouble paying your Student Loans?
Having trouble paying your Student Loans?
When you’re struggling to pay other bills after graduation, it’s easy to forget that like all good things, that grace...
Educator Social Security Info
In this video, we’re going to discuss your Social Security benefit and how it relates to your TRS pension. First, it's...