Retirement planning should start as early as now for everyone. The earlier you start locking down...
Retirement Planning
Planning for retirement can be difficult. Learn how to prepare for retirement, what types of retirement plans available and how they work.
How Much Do You Need To Retire?
Retirement is an exciting chapter in life but challenging financially. It’s that point where you’re not working or actively involved in income-generating activities, yet, you spend lots of money paying your bills, going on holidays or engaging in your favorite...
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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?
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...
Now that you’re at a new job, what should you do with your old 401(k)?
Now that you're at a new job, what should you do with your old 401(k)?There’s nothing like starting a new job with a new company. You’ve gone through three rounds of interviews, you had your references checked, and then you finally receive that job offer you were...
Three Equity Compensation Tips to Consider When Planning for Retirement
Equity compensation has become increasingly common – for good reason. If your early-stage company goes public, or gets acquired, that equity compensation can be a significant source or income now and as a retirement plan. Owning stock in a company that is already...
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?
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
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...
Are Millennials Forced to Plan for Retirement Years Earlier Than Boomers?
Written by: Chris Jamail Millennials have been accused of being entitled, but what if the truth is that they’re paying closer attention to the future than their parents did? A recent study found that 36% of Millennials are planning for retirement (compared to 31% of...
10 Minute Retirement Planning Seminar
Hello everybody. My name is Darrell Smith. I'm with TCG group Holdings. I'm here today to talk to you about retirement plans and services that you have available through your employer. We focus on Educators and your retirement plans and needs and options. One of the...
457(b) Enrollment Guide
Create your account in minutes! Start at www.tcgservices.com/enroll. Enter the name of your employer and choose the 457(b) Savings Plan. Follow the steps on screen to select your salary contribution and investment options*. Don’t forget to designate an account...