Presentation – Introduction to 403(b) and Deferred Compensation plans. For the complete presentation, contact me.
401k vs. 403b – the Comparison blog post I wrote for Choose FI
403bwise.com A neatly organized website to help you understand the complex world of 403b’s.
Teach and Retire Rich – A book by Dan Otter that remains a classic. Complete with definitions and short assessments as well as a bit of humor.
Fund-fee analyzer – Use this tool to compare two funds and see how their costs could erode returns.
Questions to ask a potential sales rep (advisor)