Never Stop Learning

Our day jobs are being financial advisors by providing tax strategies, financial planning and investment management. Our side gig is being an adjunct professor teaching Personal Finance to college students.

We had to break the bad news to our students recently that the information they are learning in class won’t stop after the final is taken.

The presentations that we have been providing to University faculty & staff is the same information that we are teaching in our Personal Finance class.

How does compounding of interest work?

What is a net worth statement?

How are taxes calculated?

How does the stock market work?

What is are risks and rewards of investing in the stock and bond market?

What is a Target Date Fund?

We are evening using the same slides for the presentation and the classroom. The point of telling you this is your learning shouldn’t stop after the changes happen to your retirement plan. In fact, they should increase.

Topics like:

Debt management

Social Security strategies

How to minimize taxes in retirement

How much risk is in your portfolio?

Retirement expense budgeting

Start doing your research so you will be prepared with this questions need to be acted upon.