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What do you want to know?

Posted by Chris Conway on 1/30/2023, 4:36 pm

My wife is a financial planner and will have a booth at TMEA. What information/advice would be beneficial to you? Investing, retirement planning, just everyday use of your paycheck, eliminating debt……..what would you like to get some help with?

Re: What do you want to know?

Posted by Thunder on 2/2/2023, 11:48 am, in reply to "What do you want to know?"

Advantages and disadvantages of college savings plans for our little ones (529s, etc).

Also, benefits of opening ROTH vs. Traditional IRA vs. 403b, etc. And why should we do so when we'll have TRS pensions.

Re: What do you want to know?

Posted by Trombone Teacher on 1/31/2023, 2:55 pm, in reply to "What do you want to know?"

I am in the act currently of trying to begin investing and early retirement planning. Still a long ways from retirement but have not started to save and I am 15 years into teaching. Anything in those two areas would be of great help!

Re: What do you want to know?

Posted by Mr. C on 1/31/2023, 1:10 pm, in reply to "What do you want to know?"

All of the above. I won't be able to make it to TMEA, but I'm interested in what you all have to say. Do you all have a website or another means to contact?

Re: What do you want to know?

Posted by Chris Conway on 2/1/2023, 7:08 pm, in reply to "Re: What do you want to know?"

Here is her page she has set up for TMEA where you can sign up for a complimentary consult.

https://jjclink.com/tmea

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