Retire-EDU

01/31/2026

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

10/26/2024

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!

10/18/2024

The list just came out today!
Your girl has been recognized by the National Association of Plan Advisors as a 2024 Top Woman of Excellence 🙌🏾🙌🏾🙌🏾

10/05/2024

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

07/06/2024

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???🤔🤔

06/29/2024

HYSA's CD's and MMkts Oh MY!

12/13/2023

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

FSA Store lists creative ways account members can spend their remaining balances before the Dec. 31 deadline.

10/28/2023

I did a thing....

I passed my Investment Adviser Law exam.

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

10/25/2023

Booked and Blessed!

10/25/2023

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

07/19/2023

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