08/31/2026
You don't know what you don't know and that's okay.
We had the opportunity to help a dear client who has spent the last 30+ years in public schools.
She thought she had her pension elections squared away and she had even met with the pension system.
In her annual review we decided to give it one more look under the hood just to make sure.
We were able to show her that by purchasing just a little bit of service time it would increase her monthly benefit by more than $500 a month. It was a no-brainer.
It was an option that often flies under the radar, but in her case, it changed the math completely.
$6,000 more every single year in permanent, guaranteed income, simply because we knew to dig into the details.
This is the true value of working with an advisor.