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Blog Posts in November, 2016

About Joel Garris, CEO

The entire contents of this series were personally written solely by Joel J. Garris, J.D., CERTIFIED FINANCIAL PLANNER™ and President and CEO of Nelson Financial Planning. Started in 1984 by ...
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What Makes Nelson Financial Planning Different?

Expert Tax Advice You Can Actually Rely On. You hear a lot of conversations about saving for retirement but not much about planning your retirement income. The biggest reason for this is that most ...
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The State of Your Retirement Chapter 5: Retirement Income - Your Age and the Account Matters

Planning your retirement income as a member of FRS is a very intricate process. Depending on your age, your years of service, your job, your FRS choices, and your deferred compensation account, the ...
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The State of Your Retirement Chapter 4: Shifting Sands for Current Employees - The Litany of Changes since 2008

In 2011 with the inauguration of Rick Scott and a Republican Legislature, the Florida Retirement System started to change. These changes were predicated on the aftermath of 2008 on the state’s ...
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The State of Your Retirement Chapter 3: FRS Investment Plan - Leaving It To The Kids

The FRS Investment Plan option started in 2002. The Investment Plan is a defined contribution plan in which employer contributions are a set amount as defined by law. The period of time in which the ...
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The State of Your Retirement Chapter 2: DROP - The Holding Bin for Your Pension Check

DROP is a program that allows you to retire without terminating your employment while your retirement benefits accumulate in a separate account earning 1.3% as of July 1, 2011. Previously, the ...
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