Financial Education for Colorado Educators (and those they love). Absolutely Free.
Note: This post is specifically for members of Colorado PERA. If you are in a different pension system, you may have a similar option, but every pension system is different. Each pension has unique "return to work" requirements, so make sure you understand those before considering returning to a work for an employer that is … Continue reading Should I Do a Transition Year?
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
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
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
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)
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
Fisch Financial 