403(b)s and RMDs
April 18, 2026
What you need to know.
IRAs and 403(b)s: Perfect Together
March 21, 2026
Supercharge retirement savings with an IRA and a 403(b).
“250-Related” Financial Calculations and Information for 403(b) Plan Participants
February 14, 2026
A semiquincentennial potpourri of financial wisdom.
2025 Personal Finance Recap for 403(b) Plan Participants
January 10, 2026
2025 trends and events. What's new for 2026.
2025 Personal Finance Research Studies: Implications for 403(b) Plan Participants
December 13, 2025
What can we learn from the data?
Financial Planning Guidelines with Numbers: A Toolkit for 403(b) Plan Participants
November 22, 2025
A Toolkit for 403(b) Plan Participants.
Transitioning From 403(b) Saver to Post-Career Spender
October 11, 2025
The big shift.
Fall Financial Action Steps for 403(b) Plan Participants
September 20, 2025
September is the new January for educators.
An OBBBA Summary for 403(b) Plan Participants
August 29, 2025
It's big but is it beautiful for educators?
Pros and Cons of Side Hustles for 403(b) Plan Participants
August 16, 2025
Lots to like but a few drawbacks.
Determining Your Risk Tolerance for 403(b) Plan Investing
July 12, 2025
5 decision points that all 403(b) plan investors face
How to “Find” Money to Invest in a 403(b) - and Fight Inflation Too!
June 3, 2025
Win. Win. Win.
Windfalls and Pay Increases for 403(b) Participants
May 17, 2025
Twenty good uses of retroactive pay and/or an increase in pay grouped into four categories: financial planning, saving and investing, philanthropy, and spending.
Spring Cleaning Your 403(b) Plan and Personal Finances
April 8, 2025
The fulfilling kind of March Madness.
403(b) Plans and Income Taxes
March 8, 2025
Basics, working years, financial gap years, RMDs, tax mitigation and more
The Social Security Fairness Act: A Holiday Season Miracle
January 11, 2025
How it happened. What it means.
2024 Personal Finance Recap for 403(b) Plan Participants
December 28, 2024
Review of recent financial events and trends.
Year End Tax Planning Tips
December 3, 2024
Act now to save.
Just Do Ten Things Right
October 31, 2024
Personal finance tips for 403(b) plan participants.
Retirement Savings “Enough” Metrics
September 10, 2024
Tools for determining if you have saved enough to retire.
Financial Certifications & Resources
August 20, 2024
Get certified and get wise.
Mutual Funds in 403(b) Plans
July 9, 2024
ABC's of investing in mutual funds in a 403(b).
Target Date Funds
June 11, 2024
The one fund solution?
InvestMyself®: A 403(b) Plan Vendor to Consider
May 14, 2024
How good is this yellow-rated option?
ABCs of ESG in 403(b)s
April 9, 2024
What is it? What are the pros and cons?
Give Yourself a 403(b) Plan Checkup
March 12, 2024
Ten items to examine.
8th and 9th Inning 403(b) Strategies
February 13, 2024
It's never too late to make meaningful changes to a 403(b) plan.
Spotlight on CalSTRS Pension 2
January 16, 2024
Closer look at this green-rated vendor
Green+ Vendors Fidelity and Vanguard
December 12, 2023
Spotlight on low-cost leaders.
2024 Changes Affecting 403(b) Participants
November 7, 2023
It's not just increased contribution rates.
How to Use Aspire Non-Advisor 403(b) Option
October 10, 2023
Pros and cons; step-by-step; user experience.
403(b) Savings and Concurrent Financial Goals
September 12, 2023
How to set up short, intermediate and long term goals.
When to Say No to a 403(b) Plan
August 15, 2023
403(b) plan red flags and alternatives.
403(b) Plans and Social Security
July 18, 2023
Sadly, many 403(b) plan participants are excluded.
403(b) Plans and Pensions
June 13, 2023
the 3-legged stool
Retirement Planning Tools for 403(b) Plan Participants
May 16, 2023
Keys resources.
Key 403(b) Plan Resources
April 18, 2023
Where do plan participants get the information that they need? They use 403(b) plan resources.
Managing a 403(b) Over Time
March 21, 2023
Simple steps to keep your 403(b) humming.
Where to Stash the Cash
February 14, 2023
Review of 403(b) plan investment products
Twelve 403(b) Plan New Year's Resolutions
January 10, 2023
Key steps to take to power your 403(b) in 2023.
403(b) Plan Foundations — The Six Ds
December 20, 2022
The Six Ds: Defined Contribution, Decisions, Deductions, Deposits, Diversification (investment, tax, and time), and Dollar-Cost Averaging.
The 403(b) Lifecycle
November 29, 2022
A blueprint to build wealth over time.
The 403(b) Lifecycle Getting Money Out of a 403(b)
October 18, 2022
Accessing your account
The 403(b) Lifecycle 403(b) Plans Aren't Just For Teachers
September 20, 2022
Tips for K-12 school staff and non-profit organization employees
The 403(b) Lifecycle FINDing Financial Independence
August 16, 2022
Step-by-step guide.
The 403(b) Lifecycle 403(b)s, 457(b)s, 401(k)s, IRAs, and More
July 26, 2022
Where to invest.
The 403(b) LifecycleGuest Blog: Who Wants to Be a 403(b) Millionaire?
June 28, 2022
Steps to take.
Fifteen 403(b) Plan Errors
June 14, 2022
And how to avoid them
The Importance of Asset Allocation
March 1, 2022
How to achieve it in 6 steps.
Is a Health Savings Account Right for You
February 1, 2022
Pros and cons.
403(b) Plans and Age 72
January 11, 2022
ABCs of RMDs and RBDs.
Death and Your 403(b)
November 30, 2021
You can't take it with you.
Million Dollar 403(b) Mistake
October 26, 2021
What could have been.