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Blog

Chris Reddick | Sep 19, 2022

How to Decide When to Enroll in Your Government 457 plan

Retirement

Many state and local governments have an option for their employees to enroll in a 457-defined contribution plan. This is similar to a 401(k) or 403(b) plan

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Chris Reddick | Sep 12, 2022

How to Get the Maximum Social Security Monthly Benefit

Retirement

Social Security is one of the most underappreciated retirement benefits that you can get. Very few pensions are indexed for inflation and provide such generous

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Chris Reddick | Sep 5, 2022

Keep investing simple and get better results in your 401(k) plan

Investments

Financial planners often talk about the importance of having a plan when you invest your money. However, research also shows that simple methods of investing

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Chris Reddick | Aug 22, 2022

Why You Shouldn't Take A Lump Sum Of Your Pension

Pension

I often get asked whether you should take a lump or partial lump sum on your defined benefit pension plan. As we know, the private sector has essentially

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Chris Reddick | Aug 16, 2022

Strategies For Tech Workers to Manage Taxes on RSUs

Restricted Stock Units or RSUs are a way for tech companies to reward their valued employees. RSUs are an excellent way for tech companies to get loyalty from

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Chris Reddick | Aug 10, 2022

Financial Planning Strategies for University Healthcare Professionals

Financial Planning

Working in university healthcare can be an enriching career opportunity for a doctor or healthcare professional. The opportunities to serve traditionally, more

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Chris Reddick | Aug 3, 2022

How to Make Smart Choices Paying for a College Education?

college savings

Key Takeaways:

-Average full cost of college in 2020 was $26,820 for a four-year public university in-state tuition
-Use the College Scorecard to determine the

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Chris Reddick | Jul 12, 2022

Five Tax Advantage Opportunities for the Military

Tax Planning

There are five important ways that active duty military can save on income taxes. This blog post discusses these critical opportunities for tax savings. 

 

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Chris Reddick | Jul 6, 2022

Is San Antonio the Best Place Financially for Veterans to Retire?

Retirement

The U.S. Department of Veterans Affairs estimates that nearly 200,000 service members leave the military every year. For many of them, the transition back to

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Chris Reddick | Jun 24, 2022

Tax Savings Tips for Teachers

Tax Planning

As a teacher, there are several ways that you can save on your income taxes. In this blog post, I discuss three of the most important.

Educators

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Chris Reddick | Jun 11, 2022

What Professors Should Know About Saving For Retirement

Retirement
For a profession that prides itself on acquiring new knowledge, college professors gave themselves a "B" grade for rating for their own financial literacy. What
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Chris Reddick | Jun 10, 2022

How To Be A DIY-er In Your Finances

Financial Planning

Are you a Do-It-Yourself (DIY)-er type of person? Maybe you are the one who sees something that needs to get done or fixed around your home or office and takes

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XY Planning Network
RICP Retired Income Certified Professional
CFP - Certified Financial Planner

 

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