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Getting Started
Planning for Retirement
CalSTRS / CalPERS
403(b) / 457 Plans
Investing
Saving and Spending
Insurance and Estate Planning
Resisting Sales Pressure
403(b) and 457 plan product representatives can be pushy! Learn how to ask the right questions, resist sales pressure and make informed investment decisions.
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Why Participate in a 403(b) or 457 Plan?
Learn why a 403(b) or 457 plan can be important to your financial future.
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Personalized Financial Checklist
Set e-mail reminders to help keep your financial planning on track.
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A Look at Fixed Annuities
View this brief introduction to how fixed annuities work.
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Preview of Coming Attractions
The following preview has been approved for all educators.
- The Truth about Variable Annuities
- Finding a Trustworthy Financial Advisor
- The Impact of Fees on Your 403(b) or 457 Plan
- What Educators Need to Know about Social Security
How to Sign Up for Your 403(b)/457 Plan
Find out the steps you need to take in order to enroll in a 403(b)/457 Plan(s).
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New Articles
Keeping Stock Market Returns in Perspective
Enriching Your Life – Rather Than Your Lifestyle
Have Multiple Goals? Develop an Effective Savings Plan
Roth or Traditional 403(b) or 457 Plan?
A Financial Plan Will Help You Move from Doer to Dreamer
Beware of Equity Indexed Annuities
Umbrella Insurance Can Keep You from Getting Soaked
GAP Insurance Coverage for Auto Loans
Estate Planning in a Digital Era
ETFs: Index Funds Disguised as Stocks
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Develop a
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Buy my
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Plan for retirement in my
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Learn more about
Social Security
Tools and Resources
Ask the Advisor
– Submit and read questions answered by financial experts.
Calculators
– Estimate retirement income needs, savings goals and more.
Videos
– View brief introductions to retirement planning and investing.
Your Personalized Financial Checklist