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

Spending

  • Budgeting
  • Tools and Strategies

Saving

  • Emergency Fund
  • Retirement Accounts
  • Savings Strategies

Debt

  • Payoff Strategies
  • Loan Foregiveness

Benefits

  • Health Insurance Options
  • Choosing Your Other Benefits

Investing

  • Risk Tolerance
  • Investment Allocation
  • Investment Fee Analysis

Taxes*

  • 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

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