Author: Justin Rush, CFP®

Takeaways From The XY Planning Network Conference

JGR XY Planning Network

I spent last week in Charlotte for the inaugural XY Planning Network conference (XYPN15). XYPN15 was the first ever financial planning conference geared towards advisors working with Gen X and Gen Y clients. For those not familiar, most people consider anyone born from the early 1960s to early 1980s as Generation X and early 1980s to early 2000s as Generation Y (aka Millennials). The clients I serve are at various stages of their lives, soRead More

Top 5 Financial Priorities for Young Professionals

As a golfer, I am always looking for a way to improve my putting and hit the ball longer and straighter. There are countless tips available online and in magazines for me to reference. However, what I’ve found is the more tips I try to implement, the worse I play. Why is this? Simply put, sometimes we suffer from information overload. As our minds try to process more data, we reach a point where insteadRead More

Am I Eligible for STRS and Social Security Benefits?

A question I’m frequently asked is “Am I eligible for both STRS and Social Security benefits?” Many STRS members assume the answer is no, however, that’s not always the case. In short, the correct answer is maybe. And that “maybe” will depend on whether you’re referring to a benefit you’ve earned based on your own work record or a benefit you’re eligible for as a survivor. Confused yet? I’m here to help. First, let’s brieflyRead More

What’s the big deal about fee only financial planning?

Do you remember the last time a light bulb went off in your head? Perhaps something clicked for the first time. I think it’s safe to say we’ve all had at least one of these moments in our life…and they’re typically memorable! For me, one of these moments occurred in 2009 when I was introduced to fee-only financial planning. Why was this such a big deal? Because it completely altered the way I would thinkRead More