Teacher Stories

Annie, age 25

As a High School Teacher, Annie teaches College & Career Readiness, US History, and Health, and she loves learning alongside young people. Her biggest job challenge is the disinvestment and bureaucratic nonsense of public education right now.

We asked Annie some questions about what she knows or wants to know about the 403(b) and saving for retirement, and this is what she said.

On a scale of 1 to 10, with 10 being total understanding, how well do you understand saving for retirement? Why did you pick this number?

I picked 6 because I have a fairly decent idea of what I need to do to save, but I am not sure if I am doing it right.

What is your biggest money worry?

My student loans.

Do you have a 403(b)? If yes, are you satisfied with your investment? If you do not have a 403(b), why not?

I have a 403(b) with AXA. On a scale of 1 to 10, my satisfaction with my 403(b) plan is 6. If I could change anything about my plan, I would like to save more money.

What prompted you to start a 403(b)?

I was encouraged by my district and union to start one.

Did you ever hear about the 403(b) in your teacher preparation program?

I did, but I don't remember much of the conversation.

What is a question you would ask about your 403(b)?

Am I doing this right?

Do you know what a fiduciary financial advisor is? If yes, how would you describe a fiduciary to a colleague?

Yes.

If you could ask a financial advisor one question what would it be?

What do you do? (Is my AXA person a fiduciary advisor?)

Anything else you would like to share with us?

I feel like I worry so much about the day-to-day that I don't have time to think about my financial future, and sometimes that really scares me.

What a fiduciary thinks of these answers »   View all stories »