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Retirement Planning

Planning for retirement can be difficult. Learn how to prepare for retirement, what types of retirement plans available and how they work.

3 Areas Where Employee Financial Wellness Can Affect Your Organization

3 Areas Where Employee Financial Wellness Can Affect Your Organization

3 Areas Where Employee Financial Wellness Can Affect Your Organization Perhaps not surprisingly, the latest PwC Employee Financial Wellness Survey found that 40% of full-time employees said their top financial pressure is that everything costs more these days. Only...

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Cash Flow Planning When Approaching Retirement

Cash Flow Planning When Approaching Retirement

Cash Flow Planning When Approaching Retirement Pre-retirement planning is one of the most challenging stages of the financial journey. You’re still fully engaged in your career, but you’re also looking ahead to a big transition that will see you shift from...

What happens to your retirement plan when you change jobs?

What happens to your retirement plan when you change jobs?

So, you landed the new job, you’re excited, going through all the job-related changes, getting up to speed, and more – but what happens to your old 401(k)? It’s probably the last thing on your list, and that’s why for most people, it stays where it is. There’s an...

TRS-Care, Medicare and TRS Annuity Options

TRS-Care, Medicare and TRS Annuity Options

Thanks everybody for joining today. We're gonna discuss some TRS options Healthcare and other insurance and retirement. This presentation is going to be a little shorter than the TRS and Social Security presentation that you have may have watched in the previous...

Create a personalized comprehensive retirement plan

Create a personalized comprehensive retirement plan

You were looking forward to your retirement. When that day comes, you hope you've saved enough money to cover your expenses and have some leftover for fun. But it can be tricky to come up with a plan to meet your goals. How much should I save? When can I retire? What...

How do I pick a financial planner for retirement?

How do I pick a financial planner for retirement?

Consider asking your financial planner how they get paid and if they are a fiduciary. Then meet with them to discuss their service options and learn whether they meet your needs. Lastly, pick a planner you get along with and trust. You will be working with them to...

Retirement Preparedness in Under 45 Minutes

Retirement Preparedness in Under 45 Minutes

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 tech savvy you...

Do you need a financial advisor in retirement?

Do you need a financial advisor in retirement?

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...

Retiring with Confidence

Retiring with Confidence

I want to start by introducing our two panelists today. Justin Fellers is a senior retirement plan specialist who educates plan participants provides investment guidance and councils employees to make their desired retirement picture reality. Justin is a graduate of...

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