Talking Death is Better?

Written By Don McDonald

We are more comfortable talking about death than money. Yet, financial planning is an critical part of an estate (and even, life) planning. Then, a school district employee gets us talking about using the tool at 403bWise to look up many school district 403b plan investments.

We hear from listeners:

  • How can school district employees get school boards to improve plan investments?

  • You may want to include your actual phone in you estate package.

  • Please explain the process of meeting with one of our advisors.

  • What do we think of Thrivent?

Don McDonald
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