Educators

» The financial dilemma for educators!

In addition to the normal financial challenges faced by all Americans, teaching professionals in New York State face additional complications unique to their profession. Everyday investment, tax, and legal issues are compounded by the following:

  • The complexities of the New York State Retirement System.
  • The unique collective bargaining arrangements and employee benefit menus of each school district or campus.
  • The unique and often haphazard collection of investment choices available for funding 403-b (TSA) retirement accounts within each school district. Do you understand the internal cost structure of your investments?
 
»Three questions to ask about your current 403b (TSA) plan arrangement
 
1.     Select from thousands of no load and load waived mutual funds from one payroll slot?
 
2.      Does your current plan advisor provide you with total expense transparency?
 
3.      Does your current financial advisor provide you with a total financial planning and wealth management platform? Click here for a description of our system.
                       
                                                           
 
» Mahoney/Frontier Financial Group provides comprehensive financial planning and investment management services tailored to the unique needs of educators. We understand their circumstances because we have strong roots in academia and decades of experience in planning their financial security.