Author Archive | David Waldrop, CFP®

Folsom Cordova 403b Plan - A Brief Review

San Juan 403b Plan – A Brief Review

Retirement investing for teachers can be confusing. In addition to pensions, teachers can have access to 403b and 457 plans. There are also considerations related to Social Security. It’s no wonder many teachers are scratching their heads. When it comes to the San Juan 403b plan, there are excellent resources available from human resources and the […]

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VSP 401k Plan - A Brief Review

Oracle 401k Plan – A Brief Review

401k plans are becoming the primary source for retirement savings for many Americans. But still, many retirement savers are in the dark. When it comes to the Oracle 401k plan, there are excellent resources available from human resources and the benefits team. But don’t stop there. Whether you are a current participant or a recently […]

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Elk Grove 403b Plan - A Brief Review

Elk Grove 403b Plan – A Brief Review

Retirement investing for teachers can be confusing. In addition to pensions, teachers can have access to 403b and 457 plans. There are also considerations related to Social Security. It’s no wonder many teachers are scratching their heads. When it comes to the Elk Grove 403b plan, there are excellent resources available from human resources and the […]

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Blue Shield 401k Plan - A Brief Review

Blue Shield 401k Plan – A Brief Review

401k plans are becoming the primary source for retirement savings for many Americans. But still, many retirement savers are in the dark. When it comes to the Blue Shield 401k plan, there are excellent resources available from human resources and the benefits team. But don’t stop there. Whether you are a current participant or a […]

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Mutual Funds - What You Need To Know

Mutual Funds – What You Need To Know

If you have a work place retirement account, you are likely investing in mutual funds. While other investment vehicles like exchange traded funds (ETFs) have grown in popularity, mutual funds haven’t been replaced. At least not yet. Here’s what you need to know. Active or passive: Active or passive refers to the investment approach used within […]

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