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In this episode of "Office Hours with Gary Allen," Gary Allen delves into the intricate world of financial and insurance advisors that CTA members frequently encounter. He illuminates the critical differences between fiduciary and non-fiduciary advisors, emphasizing the significance of understanding these distinctions to make informed financial dec…
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Join Gary Allen as he demystifies index annuities, revealing the stark differences between marketing promises and the reality of these complex insurance products sold to CTA members. Here is a link to the flyer on the index annuity https://merrillconnect.iscorp.com/nlg/viewDocument.action?itemNbr=101598 Here is a picture of Nominal versus Real Retu…
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In this episode of "Office Hours with Gary Allen," Gary delves into the complex world of financial and insurance advisors that CTA members encounter. He illuminates the critical differences between fiduciaries and non-fiduciaries, emphasizing the importance of understanding these distinctions to make informed financial decisions. Gary explains how …
  continue reading
 
Host Gary Allen, AIFA, the lead advisor of the CTA 403(b) offers invaluable insights tailored specifically for educators. Gary dives deep into the unique financial challenges and opportunities faced by California Teachers Association (CTA) members. From understanding the importance of human capital to strategic planning for a secure retirement, thi…
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