PROVIZR

Portfolio management for university employees. Securities offered through LPL Financial, Member SIPC

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Our own Alan Brilliant is here with smart, practical tips for young adults ready to level up their financial game.

Read our investing-by-age blog series and learn how to make the most of your money now:
https://t.co/c7GSt3H8Ri

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TIAA and Fidelity retirement accounts can carry fees that are hard to spot. Learn how University employees can find expense ratios, plan fees, CREF charges, BrokerageLink costs, and share class mistakes.

Read more: https://t.co/BAI692FuAk

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TIAA may let you turn eligible retirement savings into a paycheck for life, but once you make the switch, you usually cannot undo it.

Want more info? Download the our free Fidelity vs. TIAA guide to learn more about your retirement income options: https://t.co/5eYBSkxo6W

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Today Bigfoot rode a rollercoaster.
Much wind. Many screams. Hair performed beautifully.

Afterward, I checked my Provizr Blueprint because rollercoasters are fun, but guessing what’s happening in your retirement plan? Less fun.

Start your Blueprint: https://t.co/H0K0U3toLu

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TIAA and Fidelity retirement accounts can carry fees that are hard to spot. Learn how University employees can find expense ratios, plan fees, CREF charges, BrokerageLink costs, and share class mistakes.

Read More: https://t.co/jr2EtKra0a

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Starting your investing journey can feel overwhelming, but it does not have to be.
Want more investment tips? Check out our blog collection:
https://t.co/tHdhq2caBK

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Bigfoot reporting from Greece.

Brought the Provizr Fidelity vs. TIAA Guide along for the trip, because even on vacation I enjoy a good side-by-side comparison.
Download the guide: https://t.co/5eYBSkxo6W

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UM-Dearborn employees have access to strong University of Michigan retirement benefits, but the details can be easy to miss. Read more: https://t.co/JkxfYVm7yp

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You���ve done the hard part: earning and investing. Now protect it. A few simple cybersecurity habits can make a big difference. I break it down here: https://t.co/f1iM1jLNyi

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Vacation stop: back home visit family.

Mom made snacks. Uncle Moss told the same story three times. Cousin Fern asked what the difference is between Fidelity and TIAA.

Pulled up the Provizr web series right there on the rocks.

Watch the series: https://t.co/W4Hz9pQsp3

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U-M employees have generous retirement benefits, but the details can get confusing fast. Learn how TIAA, Fidelity, the Basic Retirement Plan, 403(b) SRA, 457(b), and Provizr’s in-plan management approach work together. Read now: https://t.co/XVVI5sD2pI

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Markets are near record highs, but the story under the surface is getting more interesting.

Read the full summer market update and see what it could mean for your University retirement portfolio: https://t.co/JMeiKtVNSu

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Make sure you're working with a qualified retirement advisor with these 4 questions: https://t.co/z5sFkGXwdm

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First stop: Paradise.
I packed sunscreen, sunglasses, one questionable pool float, and my Provizr guides.
Today’s pool read: the Top 5 Mistakes University Employees Make.

Easy. Helpful. Did not require shoes.

Download the guide: https://t.co/7wlx5XvqPs

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Think Twice Before Rolling Over Your University Retirement Plan.

Rolling your TIAA or Fidelity retirement accounts into an IRA could mean losing guarantees, pricing, protections, and flexibility.

Read more: https://t.co/eCKKCgynjR

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Social Security is a piece of the retirement puzzle, but it should not be the entire picture.

Your lifestyle, timeline, healthcare costs, university benefits, 403(b), 401(a), 457(b), TIAA, Fidelity, and other savings all matter when you are planning for the future.

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Bigfoot here on vacation.

Kicking things off with fireworks and Provizr’s Tell-All Guide open on my laptop because apparently Bigfoot cannot stop learning, even during recreational sparkles.

Want in on the vacay book club? Read the Tell-All Guide: https://t.co/Xqecfk1LT9

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What University Employees Need to Know About TIAA:

TIAA Traditional is not a mutual fund, and the rules around transfers, fees, and annuitization can surprise University employees.

Read More: https://t.co/9uSYeEAdXK

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When your advisor is a fiduciary, they are required to put your best interests first. No hidden agenda, just guidance to help you make decisions that fit your goals.

Want to know more about how Provizr works with clients?

Learn more about Provizr:
https://t.co/fDCxNxHjHN

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Bigfoot tip of the day: I do not try to time the market.

Mostly because I have no idea what day it is.

But also because retirement investing is about building a strategy, sticking with it, and giving your investments time to work.