Financial Education for Colorado Educators (and those they love). Absolutely Free.
Last week Congress passed - and the President signed - the Consolidated Appropriations Act of 2023 (pdf). This is the huge omnibus spending bill that funds the government, but also includes many changes to retirement accounts that were originally knows as the Secure Act 2.0. Jeffrey Levine does his usual wonderful, incredibly in-depth job of … Continue reading Some Notable Retirement Account Changes
Quite a few of the folks I talk with don't have an estate plan (which, at a minimum, I define as a will, power of attorney, and health care directive). I think there are two main reasons for this. First, lots of folks don't think they are "rich" enough or "old" enough to need one … Continue reading Estate Planning Is About Life (Not Death)
As we are about to turn the page (click the arrow?) on the calendar to move into 2023, there are many changes that happen around taxes. These include tax bracket changes, changes in the limits of what you can contribute to various retirement accounts, and a variety of other changes. The following is by no … Continue reading 2023: New Year, New Limits
I just wanted to share my latest book, this one written with Nick Ivy for Teachers in Indiana Public Schools, focusing on financial literacy and making the most of their INPRS pension benefits. Please consider sharing with any teachers you know in Indiana. This is the latest in the TL;DR Financial Literacy series. If you … Continue reading New Book: TL;DR: Financial Literacy for Indiana Public School Teachers
I just wanted to share my latest book, this one written with Diane Mondoro for educators in New Jersey Public Schools, focusing on financial literacy and making the most of their TPAF/PERS pension benefits. Please consider sharing with any educators you know in New Jersey. This is the latest in the TL;DR Financial Literacy series. … Continue reading New Book: TL;DR: Financial Literacy for Employees of New Jersey Public Schools
Fisch Financial 