As an educator contemplating the transition from work to retirement, we understand you may have several questions about when and how you can retire. This eBook addresses common questions and offers strategies to help you plan for a comfortable retirement.
Preparing for a Satisfying Retirement
Retirement Plans to Consider for Sponsoring Employers
The current state of retirement is that 45% of employers with fewer than 100 employees do not offer a retirement plan, according to the latest statistics from the U.S. Bureau of Labor Statistics. Many states are looking to remedy this by providing a state-sponsored IRA savings plan to small businesses. Here are a few to consider.
Planning a More Secure Future for Your Child with Special Needs: A Guide for Parents and Guardians
6 Retirement Questions Government Employees Should be Asking
Video - How to Choose an Executor for Your Estate
How to Choose an Executor for Your Estate
Should You Consider Building an In-Law Suite on Your Property?
Video - Hidden Taxes in Retirement
At the risk of sounding like a fearmonger, we'd like to share with you the fact that your taxes in retirement may be a lot more complicated than while you’re working. But the rewards are tremendous if you are willing to start early, dedicate the time to planning, and ask for assistance. Let Sabina help.
Hidden Taxes in Retirement
Video - Why and How To Update Beneficiary Designations
Why and How To Update Beneficiary Designations
Are your beneficiary designations out of date? Do you even know which accounts have beneficiaries and whom you’ve designated? It’s easy to lose track of what should go where, but it’s one of the most important pieces of your proactive financial strategy.
Use our quick guide to review and update your financial accounts and safeguard your assets!
Part 1 - Best Tax-Deferred Retirement Plan Options
One key to your financial independence is saving for your retirement in a tax-deferred and therefore tax-advantaged plan, whether you are self-employed, running a small business, or just freelancing for extra cash. What’s the best one for your unique situation? In part one of our best retirement options we recount a few most commonly seen scenarios to help you navigate this important decision.
Preserve Your Own Retirement Nest Egg While Providing Care for a Loved One
Care and Costs are two sides of a coin when it comes to taking care of your loved one. Increasing expenses may cause pressure even to the ones with strong financial background. You may need help from a few expertly approaches to restructure and balance the scenario, in order to avoid depleting your own retirement fund.