Teach Plan Retire @TeachPlanRetire
We help #teachers build financial fitness and plan for #retirement. (Formerly An Exceptional Life Financial & Wealth of Confidence). teachplanretire.com Joined August 2017-
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Let's advocate for change! Regulators need to step up their game in addressing 403(b) abuses. Hear more about this from Episode 5 of our podcast series: Learned By Being Burned: Teachers and the K-12 403(b) on all streaming platforms. #403bwise #retirement #educate
I would bet that 85% of people with student loans (maybe more) would benefit from a student loan consultation as they are likely: 1. Paying too much 2. Not getting as many credits towards PSLF or IDR forgiveness as they could be 3. Not taking advantage of waivers.
Knowledge Drop! Why is the 401(k) a better retirement than the K-12 403(b)? 🛡️ Now, here's the kicker— the K-12 403(b) isn't subject to ERISA protection. 😲 Time to get wise to the 403(b) realities. Explore more at 403bwise.org. #403bwise #retirement
If you're new to teaching and feeling lost...we've got you covered! Or if you have other questions, drop into our DM's or comment HELP below! We would love to help you understand retirement now to set you up right! #403bwise #retirement #educate #education #school #teachers
Friends in education Please do not miss this. Please take advantage of it. We’ve had clients work with David and have a SUBSTANTIAL amount of loans forgiven. If you even have an inkling that you qualify for PSLF then please schedule a meeting with David
Friends in education Please do not miss this. Please take advantage of it. We’ve had clients work with David and have a SUBSTANTIAL amount of loans forgiven. If you even have an inkling that you qualify for PSLF then please schedule a meeting with David
#Teachers, this extension is a huge deal for #studentloanforgiveness but could be the last one they make available. Don't get left behind, you may be surprised how much you can get forgiven (and usually tax-free).
Scams are getting worse & increasingly more difficult to detect. Be careful out there & get videos like this one from @pleasantgreen that explain them to the elderly & others you care about who could be vulnerable. youtube.com/watch?v=mdP8uN…
💡 Fiduciary Planner, Scott Dauenhauer, explains the historical investment landscape. *More in Comments😎* #403bwise #retirement #educate #education #school #teachers #teacherlife #403b #learn #empower #inspire #InvestmentInsights #AnnuitiesVsMutualFunds #FinancialEducation
We are frequently asked about rollovers. Dan shares information about a handy IRS Rollover Chart in his latest blog post! Read it here ➡️ 403bwise.org/blog/entry/blo… #403bwise #retirement #educate #education #school #teachers #teacherlife #403b #learn #empower #inspire
Friends, if you work in education I really need you to share David’s tweet below. We need to fill his calendar from now to the end of the year with teachers who might be eligible. We have had clients work with David and receive forgiveness. Seriously. Please share it for others
Friends, if you work in education I really need you to share David’s tweet below. We need to fill his calendar from now to the end of the year with teachers who might be eligible. We have had clients work with David and receive forgiveness. Seriously. Please share it for others
Met with someone this morning who has FFEL loans ($30,000) and has been working in public service for 18 years. If they would have waited until January 1, they would have been screwed. Today... We will get ALL of their loans forgiven!!! December 31 deadline is coming QUICK.
What is really on the menu? 🚨High-cost 403(b) plans sold to teachers by teachers. Dive into the blog exposing how ValuTeachers recruits educators to push downright dreadful 403(b) investments. #403bwise #retirement #education #school #teachers #403b #learn #empower #inspire
First meeting tonight with new ongoing financial planning clients. We: 1. Created his PSLF application to get full loan forgiveness ($100,000+) 2. Created her PSLF application to get ~110 credits towards PSLF ($50,000). 3. Switched from PAYE to SAVE = from $166/mo to $0/mo.…
Unlock Financial Wisdom Anytime 🔓💡 Dive into our self-paced, interactive learning modules and level up your 🧠 anytime, anywhere. 🚀Start your journey here! 👉 403bwise.org/education/on-d… #403bwise #retirement #educate #school #teachers #403b #FinancialFreedom #WisdomOnTheGo
"I didn't think I would qualify for student loan forgiveness, so I never pursued it" - A teacher who will have their entire balance forgiven I met with this teacher TODAY, after 2 years of PSLF limited waiver and IDR waiver. One more month to take advantage!!!
How to Find the Right Kind of Advisor 🔗403bwise.org/education/prof… Check out our webpage for loads of educational information! . . . #403bwise #retirement #educate #school #teachers #teacherlife #403b
What’s this?! $363,000 in forgiveness… PSLF works. The IDR Waiver is real. Public servants are getting their loans forgiven. Make sure to take advantage of all of the opportunities that expire Dec 31!!! $11,000,000 and counting! (Many more millions to go)
Teachers deserve to have their loans forgiven using Public Service Loan Forgiveness after having to deal with student, admin, and parents for 10+ years!
Teachers deserve to have their loans forgiven using Public Service Loan Forgiveness after having to deal with student, admin, and parents for 10+ years!
The non-profit 403bwise can help your school get wise to the 403(b) and the 457(b) through our free one hour zoom sessions. Comment WISE below if you've heard Dan and Scott present before! . . . #403bwise #retirement #educate #school #teachers
Dive into the scary world of K-12 403(b) plans. In Episode 5 of LBB, a school district benefits official discusses how he took his vendor list from 👻TRICK to a 🍬TREAT. 🎃🎧Tune in if you dare! 🔗sites.libsyn.com/403079/a-littl… . . . #403bwise #retirement #educate #teachers #podcast
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The Youth Legacy Foundation is awarding the James B Wide Legacy Scholarship to multiple youth in Indianapolis and Chicago graduating from high school that are pursuing higher education. Please share the link to the application. 💗 form.jotform.com/240117325127143
Just filed our federal taxes. I can't emphasize enough how much we need to work on educating people on how much tax they really pay. We are in the 22% federal marginal tax bracket, but our effective tax rate is only 11.6%. We need to help folks understand the difference.
There is a lot of comfort in being a teacher with a Masters degree who is now an entrepreneur If this business is ever unsustainable, getting a teaching job literally would take me 2 hours. That’s not hyperbole. It’s easy to take risks with a safety net.
Let's advocate for change! Regulators need to step up their game in addressing 403(b) abuses. Hear more about this from Episode 5 of our podcast series: Learned By Being Burned: Teachers and the K-12 403(b) on all streaming platforms. #403bwise #retirement #educate
I would bet that 85% of people with student loans (maybe more) would benefit from a student loan consultation as they are likely: 1. Paying too much 2. Not getting as many credits towards PSLF or IDR forgiveness as they could be 3. Not taking advantage of waivers.
If you're new to teaching and feeling lost...we've got you covered! Or if you have other questions, drop into our DM's or comment HELP below! We would love to help you understand retirement now to set you up right! #403bwise #retirement #educate #education #school #teachers
I ran a report for a project I'm working on... 338 scheduled student loan consultations from June 2022 - Present. Seems crazy looking back!
Relearning that getting a new computer is an all-day activity. Sigh.
Be careful taking advice from random strangers on the internet... Just had a guy say I was "picking on him" because I called him out for giving completely inaccurate information about teachers and how aspects of their retirement work. Free information can cost you a fortune!
As we approach the season for new year's resolutions, let me suggest a resolution for the financial planning community: mywealthplanners.com/2023/12/30/tal…
@jbrownwoods It blows my mind how many people come into a consultation thinking nothing in particular... Only to find out that they will have $50,000 - $150,000 in student loans forgiven within the next few months. I wish I could feel what they are feeling in that moment!!!
Friends in education Please do not miss this. Please take advantage of it. We’ve had clients work with David and have a SUBSTANTIAL amount of loans forgiven. If you even have an inkling that you qualify for PSLF then please schedule a meeting with David
Student loan extension just got implemented by the Biden Administration. December 31st deadline --> April 30th deadline! There are so, so, so many teachers/public servants who missed the PSLF Limited Waiver, the IDR Waiver round 1, and now have the opportunity for IDR Waiver…
I've done webinar presentations for school districts across the country on Public Service Loan Forgiveness for student loans... If you have any interest in me presenting for your district, send me a DM and let's work out the details! IDR Waiver is still in play until 4/30!!!
Student loan extension just got implemented by the Biden Administration. December 31st deadline --> April 30th deadline! There are so, so, so many teachers/public servants who missed the PSLF Limited Waiver, the IDR Waiver round 1, and now have the opportunity for IDR Waiver…
💡 Fiduciary Planner, Scott Dauenhauer, explains the historical investment landscape. *More in Comments😎* #403bwise #retirement #educate #education #school #teachers #teacherlife #403b #learn #empower #inspire #InvestmentInsights #AnnuitiesVsMutualFunds #FinancialEducation
@Whitney_Sheph This is how my daughter's Montessori school is set up. Outside play is a primary focus, with the rest of the time being spent learning useful skills and application rather than regurgitating facts. We love it!
We are frequently asked about rollovers. Dan shares information about a handy IRS Rollover Chart in his latest blog post! Read it here ➡️ 403bwise.org/blog/entry/blo… #403bwise #retirement #educate #education #school #teachers #teacherlife #403b #learn #empower #inspire
If you are going for Public Service Loan Forgiveness... Instead of looking at the amount of debt you have, look at it as a monthly bill that you have to pay for 120 total months. For many, this number is MUCH easier to think about!
@jbrownwoods I appreciate the love! They don't have to get on my calendar, specifically, but make sure to take advantage one way or another. I have less than 20 total spots available before the deadline!!!
Friends, if you work in education I really need you to share David’s tweet below. We need to fill his calendar from now to the end of the year with teachers who might be eligible. We have had clients work with David and receive forgiveness. Seriously. Please share it for others
Met with someone this morning who has FFEL loans ($30,000) and has been working in public service for 18 years. If they would have waited until January 1, they would have been screwed. Today... We will get ALL of their loans forgiven!!! December 31 deadline is coming QUICK.
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