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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.

How Much Do You Need To Retire?

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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Update on New 403(b) Rules Proposed by TRS

Update on New 403(b) Rules Proposed by TRS

The Teacher Retirement System of Texas (TRS) was given authority by the Texas Legislature in 2001 to oversee 403(b) companies and products.  In our view, they have done an excellent job of fulfilling their responsibilities over the past 16 years while managing to...

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