TL;DR: Financial Literacy for Kentucky Public School Teachers: Optimizing Financial Decisions Based on Your TRS Benefits

I just wanted to share my latest book, this one for teachers in Kentucky Public Schools, focusing on financial literacy and making the most of their TRS pension benefits. Please consider sharing with any educators you know in Kentucky. This is the latest in the TL;DR Financial Literacy series. If you know educators in the … Continue reading TL;DR: Financial Literacy for Kentucky Public School Teachers: Optimizing Financial Decisions Based on Your TRS Benefits →

TL;DR: Financial Literacy for Lousiana Public School Teachers: Optimizing Financial Decisions Based on Your TRSL Benefits

I just wanted to share my latest book, this one for teachers in Louisiana Public Schools, focusing on financial literacy and making the most of their TRSL pension benefits. Please consider sharing with any educators you know in Louisiana. This is the latest in the TL;DR Financial Literacy series. If you know educators in the … Continue reading TL;DR: Financial Literacy for Lousiana Public School Teachers: Optimizing Financial Decisions Based on Your TRSL Benefits →

TL;DR: Financial Literacy for Alabama Public School Teachers: Optimizing Financial Decisions Based on Your TRS Benefits

I just wanted to share my latest book, this one for teachers in Alabama Public Schools, focusing on financial literacy and making the most of their TRS pension benefits. Please consider sharing with any educators you know in Alabama. This is the latest in the TL;DR Financial Literacy series. If you know educators in the … Continue reading TL;DR: Financial Literacy for Alabama Public School Teachers: Optimizing Financial Decisions Based on Your TRS Benefits →

Time to Buy! Buy! Buy! (Service Credit, 2025 Edition)

Just a little over 3 years ago I wrote a post encouraging folks to purchase service credit in their pension system if they were eligible and could afford to do it. While the entire post is worth reading for the full context, I wanted to pull out this quote, The second reason I think purchasing … Continue reading Time to Buy! Buy! Buy! (Service Credit, 2025 Edition) →

Our Current Portfolio and Recent Returns

Each year I'm sharing what our current portfolio looks like. This is what it looks like as of January 1, 2025. (Here is April 2022 and January 2024). Asset Location Like many people, by necessity we have our investments in multiple places due to past employers, HSAs, and different types of taxable accounts. Taxable Investments: … Continue reading Our Current Portfolio and Recent Returns →

TL;DR: Financial Literacy for Maryland Public School Teachers: Optimizing Financial Decisions Based on Your SRPS Benefits

I just wanted to share my latest book, this one for teachers in Maryland Public Schools, focusing on financial literacy and making the most of their SRPS pension benefits. Screenshot Please consider sharing with any educators you know in Maryland. This is the latest in the TL;DR Financial Literacy series. If you know educators in … Continue reading TL;DR: Financial Literacy for Maryland Public School Teachers: Optimizing Financial Decisions Based on Your SRPS Benefits →