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Blog

Chris Reddick | Aug 14, 2020

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 | Jul 29, 2020

Are Health Savings Accounts a Smart Choice for Corporate Employees?

Health Savings Accounts
High Deductible Health Plans

What are HSAs?

Health Savings Accounts (HSA) offers a valuable tax incentive to set aside money on a tax-favored basis for current or future medical expenses

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Chris Reddick | Jul 6, 2020

What are Employee Stock Options, and why should I care?

Finance

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, the benefits are enormous. In this

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Chris Reddick | Jun 22, 2020

When should I refinance my student loans?

student loans

With historically low-interest rates, student loan borrowers should ask themselves whether it is time to refinance their student loans?

 

The average

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Chris Reddick | May 28, 2020

Texas Educators be aware of 403(b) plans

A New York Times article, interestingly entitled, Think Your Retirement Plan Is Bad? said that it is ironic that teachers who do the most good in the world

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Chris Reddick | May 20, 2020

Smart Money Moves For Texas Teachers

As a teacher, it is important to be smart about your money since it impacts your retirement. Here are some smart money moves for teachers to make the most out
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Chris Reddick | May 12, 2020

What to know about Target-Date Funds in Corporate Retirement Plans

Retirement

What they are?

Target-date funds also referred to as life-cycle funds or age-based funds have become very popular in corporate retirement plans. Essentially

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Chris Reddick | May 6, 2020

Nonprofit Executives Options For Saving For Retirement

Retirement
Savings

Crisis of Retirement Savings

Nonprofit executives pour their hearts into important causes such as providing food and shelter to the needy, counseling

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Chris Reddick | May 5, 2020

How to Effectively Save for Retirement in Fortune 500 Companies

Retirement

The largest-sized Fortune 500 companies in America have seen a dramatic shift away from traditional defined benefit (DB) pension plan to defined contribution

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Chris Reddick | May 1, 2020

How to Retire Early from Corporate Careers

Retirement
Savings

For some, there is a dream of being able to retire early from their corporate career. You have worked hard, and have risen the ranks, taken on increased

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Chris Reddick | Apr 27, 2020

Higher Education Employees and Retirement Readiness

Retirement

For those that work in higher education as a faculty member or staff, there is a real joy in helping students. But retirement for these hard-working higher

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Chris Reddick | Apr 23, 2020

Millennials Saving for Retirement

Retirement
Millennials that work in state and local governments in Texas face a unique challenge. The pensions that previous generations of workers have received are being
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