Thanksgiving is a perfect time to reflect on the blessings in our lives, big and small. It's a chance to express gratitude to those who have made a positive impact, from family and friends to the simple joys of nature and good health. We just wanted to take a moment to let you know that we appreciate you!
And to show how much we appreciate you, we're offering a Winter Giveaway! Scroll down for more details :)
FYI: My team and I will be avilable Mon-Wed, Friday and Saturday to assist you during this time you have off. Call or email me at 817-863-4231/ rich@icafs.net
Best wishes,
DURING YOUR WEEK OFF….
This is a great time to:
Review your TRS/ and retirement accounts
Start a 403B/ IRA
Design a debt and credit plan
Review your current benefits
Learn about opening an account for a child/ grandchild for 25/ month
Learn about Tax-Free planning
learn a new industry with Experior Financial Group?
All of the above
HOW OFTEN SHOULD YOU REVIEW YOUR RETIREMENT?
(INCLUDING IRA’s & 403B’s)
It's recommended to review your 403(b) retirement plan at least once a year, and more frequently when significant life changes occur. Here's why:
Market Fluctuations: Markets are constantly changing, and your investments may need rebalancing to maintain your desired asset allocation.
Life Changes: Events like marriage, divorce, birth of a child, job changes, or changes in income can impact your financial goals and investment strategy.
Plan Changes: Your employer may make changes to the plan, such as adding or removing investment options or modifying contribution limits.
Fee Review: It's important to periodically review the fees associated with your 403(b) investments to ensure they are reasonable.
By reviewing your 403(b) regularly, you can make sure it's on track to help you achieve your long-term financial goals.
Just a reminder: My team and I will be avilable Mon-Wed, Friday and Saturday to assist you during this time you have off. Call or email me at 817-863-4231/ rich@icafs.net or
We had the pleasure of serving the staff at Prosper HS this past week our FREE Nacho bar and we entered educators into our giveaway.
If you like for us to come to your campus, please email Rich, rich@icafs.net or Monica, monica@icafs.net so we can schedule a day.
ARE YOU READY TO…
Hey Educators! Who would like to learn how to make an extra $500, $1000, $2000+ a month part-time remotely? Our company Experior Financial group is looking for those who want to earn and learn. I will pay for your licensing class.
