Retire-EDU

RetireEDU in Spartanburg, SC
Early start today - 6am
I was fading out by midday, but that good kept me awake.

This week my office was the Durham Bulls' Stadium.
If you get a chance, go watch a game from the PNC Club. The view is amazing!

If you're suprised that your HYSA rate dropped, you probably don't
know what it is. Contact me.

Sometimes I am hard on myself for not helping more ppl, reaching more ppl, teaching more ppl. Just when I think my message isn't getting through I get an email like this one....

If I taught a 401k Basics Class, would you show up???🤔🤔

HYSA's CD's and MMkts Oh MY!

www.raisin.com

PSA📣📣📣 If you have an FSA Plan at work, not to be confused with an HSA...this is your "Use it or Lose It" warning.

You're Welcome

10 surprising FSA-eligible purchases you can make before the end of the year FSA Store lists creative ways account members can spend their remaining balances before the Dec. 31 deadline.

I did a thing....

I passed my Investment Adviser Law exam.

So now I can work with Investment Advisers to provide advice.

Booked and Blessed!

I am officially in "Busy Season".

I've been helping people understand their Benefits and Retirement Plans since 1997 working for providers like Aetna, Delaware Investments, American Funds, Cigna, T. Rowe Price, BB& T, Milliman, Ascensus, Newport Group, Empower, New York Life, and many, many more.

I love the work that I do. Yes I wear many hats, sometimes simultaneously, but I wouldn't change a thing.

https://bit.ly/m/retireedu

Read my lateset post: All People Need S.T.U.F.F.

www.linkedin.com