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  1. Welcome, Paige. Do not be too hard on yourself. You didn't know what you didn't know. We are here to help. You have already received some good advice. I will echo Tony's comments and encourage you to see what other 403(b) choices you have. - Dan
  2. There is still a Fishy Smell in the Teacher's Lounge AXA Got Invited to New Teacher Orientation for San Francisco Unified School District (scroll down to just left of Agenda). This is how one of our profiled teachers, Annie, got tangled up with AXA.
  3. likepurplereign, Welcome to the board. It's my understanding that DCPS teachers have a pretty good 457(b).
  4. I have yet to see a California vendor list that doesn't include Pension 2.
  5. Love having you join us, Steve. Tim reports that our talk was very well received. - Dan
  6. I too have very mixed feelings about Facebook. In fact I just watched this: The Great Hack and found it chilling. I will say that FB Groups seems to be the best way to utilize this platform. I echo Steve's point: we have much more action on the FB Group page that on the DB. - Dan
  7. Tony, This has to be the best topic title yet! (or worst 😀). About to push out a BWISE ALERT and will be sharing this story.
  8. Admin


    Welcome, NYAdmin. Thank you community for your input!
  9. California Teachers Have Great K-12 403(b) Choices. They Just Don't Know It.
  10. Scott and I talked 403(b) this morning with a wonderful group of teachers attending a Next Gen Personal Finance FinCamp in Garden Grove, CA. We were lucky to have Steve Schullo in audience.
  11. Update on the Directory: Due to our new non profit status we will no longer be able to support the Fiduciary Advisor Directory. However, one of the members of the Directory is exploring ways to continue it. Stay tuned. We think this was and can be a fantastic resource for participants. - Dan
  12. Hey all, We are trying to get an active Facebook Group going and would love your participation! Please check out the Teach and Retire Rich Facebook Group. - Dan
  13. I agree, Steve. Thanks for your efforts! The Facebook Group is really growing. My latest blog post More Adventures in Bad K-12 403(b) Policy as Texas Tells Pennsylvania: “Hold My Beer” got a lot of traction yesterday. And I think The Wall Street Journal stories will really help spread the message. - Dan p.s. Steve, what do you think of our new tagline? The K-12 403(b) is broken. Together we can fix it.
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