In the Journal of Financial Planning – Measuring success and satisfaction
In the January 2022 edition of the Journal of Financial Planning, members of the FPA community were asked to weigh in on the topic of measuring success and satisfaction. I was quoted, talking about making progress on professional credentials, having time and the ability to schedule to handle my children’s…
Practical considerations when using your non-governmental 457(b)
Do you have access to a non-governmental 457(b), such as by being a highly compensated employee at a non-profit medical institution? Yesterday my article on practical considerations of optimizing their use was published on the White Coat Investor blog.
In the Journal of Financial Planning – How Do You Grow?
In the October 2021 edition of the Journal of Financial Planning, community feedback was sought for the question of how do you grow in professional development. My contribution was about understanding how humans react under stress and disruption. That by looking back at these times in the past, we can…
In the Journal of Financial Planning – How do you give back to the community?
In the August 2021 edition of the Journal of Financial Planning, members of the FPA community were asked to weigh in on the topic of “How Do You Give Back to the Community?” I was quoted, talking about one of my favorite financial topics – providing financial literacy. I advocated…
Understanding Your Income Tax Return
This article was originally published in, and has been reprinted with permission from, Retirement Daily. Now that the stress and constant change of the 2021 tax season is behind us, it’s time to take a deep breath and see what we can learn from our tax return documents. Financial educator…
Understanding Your Work Benefits
This article was originally published in, and has been reprinted with permission from, Retirement Daily. As an employee, you may earn more than one type of compensation. Financial educator and paraplanner Tina Wood-Wentz explains your compensation and work benefits. By Tina Wood-Wentz How are you compensated? A job that’s a…
Understanding Your Non-Profit or Governmental Work Benefits
This article was originally published in, and has been reprinted with permission from, Retirement Daily. Employee benefits in the private sector differ from those in the non-profit and governmental sectors. Financial educator and paraplanner Tina Wood-Wentz explains these differences. By Tina Wood-Wentz Who works in non-profits or for the government?…
About the Author – Tina Wood-Wentz
Related to my post earlier this week about my article in the Journal of Financial Planning, I really enjoyed getting to write my “about the author” section for the end of the article. Seeing the words spelled out, about why I’m investing my time this way, was one of those…
Benefits Implications When You Start a New Job
This article was originally published in, and has been reprinted with permission from, Retirement Daily. Timing is key when you start a new benefits-eligible job. You have an opportunity to make benefit elections that you may not ever be able to elect again during your time with that employer. Financial…
Published in the Journal Of Financial Planning – knowing the value of your niche
I wrote an article that was published in the July 2021 edition of the Journal of Financial Planning, financial planners can access it through the Financial Planning Association. My article, “Consider Your Past to Determine Your Niche”, is on pages 34-37. In it I outline how career changers can use…