We specialize in helping teachers develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore the website and the wealth of information that is offered.

Just like a check-up with a doctor for physical fitness, teachers should have an annual review for their financial fitness. We can help address all these topics so your finances stay in top shape!

PREPARE – Everyday Financial Decisions


  • Budgeting
  • Tools and Strategies


  • Emergency Fund
  • Retirement Accounts
  • Savings Strategies


  • Payoff Strategies
  • Loan Foregiveness


  • Health Insurance Options
  • Choosing Your Other Benefits


  • Risk Tolerance
  • Investment Allocation
  • Investment Fee Analysis


  • Strategies to Lower Taxes

PLAN – Long-Term Financial Priorities

Retirement Planning

  • Retirement Goals
  • Are You on Track?
  • Pension Option Analysis
  • Social Security Analysis
  • Retirement Healthcare and Medicare

College Planning

  • College Goals
  • Are You on Track?
  • Saving Strategies
  • Financial Aid and Tax Benefits

Estate Planning*

  • Legacy Goals
  • Will and Healthcare Documents
  • Trusts and Advanced Planning
  • Family Gifting
  • Charitable Giving

PROTECT – Protecting What’s Important

Personal Insurance

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Insurance Reviews for Cost Savings

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither BashCapital nor any of its representatives may give legal or tax advice.

Talk To
Mark Maroldo

Private Wealth Manager

    Subscribe to our newsletter

    Get BASH Perspectives
    in Your Inbox