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

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 civilian life can be difficult.1 For the more than 19 million veterans currently living in the United States, where you live can be essential to your access to healthcare, good employment, and a strong quality of life.

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Should I take a partial lump-sum option from TRS?


For educators and administrators enrolled in the Teachers Retirement System (TRS) of Texas, they have an option of the Partial Lump Sum Option (PLSO) upon separation from service. This blog post will discuss what this option is, and the benefits and drawbacks of taking a PLSO. 

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

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, what you do is pick a fund, put as much as you can (and allowed) into the fund, then forget about it until you reach your retirement age. If you have a 401(k) plan, a target-date fund may be an easy way to get into a portfolio that will automatically rebalance based on your time until retirement.1

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Nonprofit Executives Options For Saving For Retirement

Crisis of Retirement Savings

Nonprofit executives pour their hearts into important causes such as providing food and shelter to the needy, counseling troubled veterans and staging live theater and music. But nonprofit organizations and executives often fall short taking care of themselves in saving for retirement.1 This is especially the case when working for smaller nonprofit organizations that may offer no retirement plan to its employees. These corporate executive then becomes responsible for saving for retirement on their own.

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How to Retire Early from Corporate Careers

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 responsibility, earned more, and want to be able to have an off-ramp at the appropriate time. Perhaps you want to pursue another passion, a new career, spend more time with family, or simply travel abroad. To retire early, there are several important strategies to consider for those, especially in corporate careers.

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