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Capital Value Equivalency – Three Words That Should Scare You

Capital Value Equivalency – Three Words That Should Scare You

by Joseph Davis, EA, CDFA® | Aug 25, 2016 | 403b, Retirement Planning

Serious consideration needs to be made as to how you will build your assets to create a future or current income streams.

It’s back to school time – so let’s pressure test your 403b

It’s back to school time – so let’s pressure test your 403b

by Joseph Davis, EA, CDFA® | Aug 17, 2016 | 403b

As thousands of teachers head back to school – many will be faced with the opportunity to purchase a 403b. In most cases, it will be from an insurance company. Before you sign on the dotted line – ask your agent some important questions.

Before You Buy That 403b – Learn What You Should Be Looking For

Before You Buy That 403b – Learn What You Should Be Looking For

by Joseph Davis, EA, CDFA® | May 3, 2016 | 403b, Financial Literacy

Believe it or not, most people don’t know what they are buying when they purchase their first 403b account. Having a firm understanding of the product type will help you understand what the advantages & disadvantages are of each.

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