I’m excited for Ary to be coming to H-town. I hope you can join me for the day!
Our first regional event this Spring is in Houston, at the home of the Astros. Great content for advisors, meet and greet with an Astros great, Stadium tour too. Just $100. Wonder what else we could talk about? https://lnkd.in/eBpdWXB
I’m happy to share that I’m starting a new position as Associate Sales Director at T. Rowe Price! In my new role, I will be partnering with financial professionals and third party administrators in Texas and Oklahoma to offer retirement plan services to their clients.
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I had the privilege to represent Alliance Benefit Group of Houston as a sponsor for the local Houston chapter NAIFA luncheon where Congressman Kevin Brady was the guest speaker. Let’s just say that this 401(k) nerd was all ears to hear about updates and progress of SECURE 2.0. This bipartisan legislation is a game changer! Increased business tax credits Auto enrollment for new plans Increased Saver’s Tax Credit $1,000 match for participants Increased age limit for RMDs Lower penalties for late RMDs Higher catch-up contributions Student debt pay-back incentive via retirement match #401k #retirementplans #401kchic
Spending too much $ at a pit stop during a spring break road trip isn’t so bad when you look up from the cash register and see the kind of business you are supporting. “Buc-ee’s is it” as my teens would say! #401kplans #hrbenefits #business #retirement
401(k)owledge - Investing in relationships is even more important than investing financially. #401k #retirement
International Women’s Day 2022 This morning, as I sat down with my gratitude journal, I got rolling with the names of women that have impacted my life. Some are young and some are seasoned veterans. Some are neighbors, past coworkers, mentors, or retired. I’ve met most, some I haven’t. Some I’ve worked for, some have worked for me. Some are soccer moms, stay at home moms, nerds, single moms, boardroom beasts, polished speakers, and fashionistas. Some are prospects, clients, partners, or competitors. Some are in my industry and some are not. Some for profit, non-profit, medical , real estate, artists, and owners. Some have the same mom as me, some are sisters from another mister. All are wonderful women who have somehow crossed my path and I am thankful for them all! Confidence is not “I’m better than her”. Confidence is “I’m great, so is she”. Side note: I know there are women that should be on this list that I missed… but they are also the ones that will give me grace for missing them… they know they belong and won’t beat me up for being human. ;) #401kplans #401kchic #breakthebias #internationalwomensday2022
It is “America Saves Week”! We finally brought the purple pig to the bank to set up her savings account with her life savings (literally). I have two kids… one is a saver and one is a spender… Nature or nurture? 🤷♀️ #americasavesweek #401kchic #401kplans #savingsgoals
401(k) Knowledge - Bundled vs. Unbundled Ah... the great debate... Things to consider if you're picking something because it's cheap 1. You get what you pay for 2. Price is irrelevant in the absence of value 3. You can jump over dimes to get to nickels #retirement #401kplans #costs #tpa
I googled “retirement” and after filtering through all the stuff about Tom Brady, this piece popped up from the DOL.gov. I thought it was kinda good… maybe someone else has never seen it before either. #retirement #401k
