Sharon's Story

I retired with a full pension from teaching at the age of 47. I am asked quite often when I started the planning and who helped me.

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We plan our daily lessons, dinners, parties, vacations…..Why not plan for our retirement, too?  About 10 years before I retired, I sought the help of the Ameritime of Educator Specialists.  My husband, Joe, and I met with a team of specialists that laid out the PSRS in easy to understand visuals and terms.  The team […]

Sharon's Story

Our Control Option Team with Resource One has taught Joe and me that financial planning is NOT a “cookie cutter” approach. Each individual / family has their own financial picture.

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Our Resource One Control Option Team took the time to get to know Joe and me along with our children.  We discussed our short term and long term goals and the futures of our children (generational planning).  With the team’s help, we captured a “picture” of information such as our taxable assets, tax-deferred assets, our […]

Sharon's Story

Thanks to my Ameritime team of Educator Specialists for helping me understand and follow thru with the purchase of three years of service credit towards my retirement.

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For me, the most advantageous strategy to purchase years was by directly transferring money from my 403b to my account at the PSRS. I didn’t really see that as a cost, because in essence, I really just transferred money from one pocket (403b) to another pocket (my PSRS account). Note: For individuals who do not […]