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WILLIAMS: Important retirement considerations for educators

By Jimmy J. Williams, CPA/PFS, CFP® Mar 14, 2021 Jimmy Williams Educators are challenged every day. Why would you want to make your retirement transition challenging? You have worked for 30 years educating individuals that have changed the world through your guidance. Mrs. Smith, my first-grade teacher, was the first motivational speaker I heard in my life. At six years of age, Mrs. Smith instilled in me, or perhaps I should say endowed in my mind, the mantra and belief that “I could be anything I wanted to be if I worked hard enough”. This wonderful lady may have known, but I certainly did not, that she was bestowing to me a lifetime adventure of learning and dreaming that would reward me in tremendous ways throughout my life.

Cambridge Investment Research working on Finra settlement over alt fund sales

WILLIAMS: Planning for disaster

Feb 21, 2021 Jimmy Williams The recent paralyzing winter storm experienced across most of the United States brought to mind a quote I read years before originated by the American oil magnate, John D. Rockefeller. He said, “I always tried to turn every disaster into an opportunity”. I am pretty certain, based on reading his biography, that Mr. Rockefeller meant his statement for business disasters but it is just as applicable for snow storms. Many families were caught in difficult positions of financial disaster during the recent storms. A January 22, 2020, CNBC article on financial preparedness reported “41% of Americans would be able to cover a $1,000 emergency with savings.

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