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Mid-Career

Sasha

AGE:

42

PROFESSION:

Teacher

Primary Goals:

Solidifying a financial plan and maximizing retirement savings for a financially independent retirement.

Mid-career teacher

Sasha has been teaching English for over 15 years. She’s been noticing that people have been talking about investing lately and thought about her contributions into her 403(b) that are being invested. Although Sasha has been maxing out her 403(b) every year since she started working at the school, she’s unsure whether her current vendor is the most appropriate for her retirement goals, and whether she needs to supplement her 403(b) with other retirement savings vehicles.

For Sasha, we will first make sure that within the list of 403(b) vendors her school offers to select from, she is choosing the vendor that doesn’t incur unnecessary costs and aligns with her financial goals. Then, we will create a personalized retirement plan that takes into account her specific circumstances, needs, and objectives. Overall, the goal of this plan is Sasha will be able to implement a strategy that takes advantage of all her available options along with a clear path to retirement.

This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
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