Our Videos
Understanding your TRS
Are you a Texas educator or public employee wondering how your TRS (Teacher Retirement System) benefits work? You're not alone — and we've got you covered!
Debt Reduction Strategies
Clearing up and staying out of debt is not an easy task. It will take hard work and likely some time to accomplish, but keep in mind the relief you will feel and where that newly freed up money can be allocated towards.
457(b) & 403(b) - What's the Difference?
As HISD employees, there are several retirement savings accounts you can open to start or increase your retirement savings. This video quickly covers the commonalities and differences between the 403(b) and 457 retirement savings plans.
Not all debt is bad?
Have you ever heard of "Bad debt" and "good debt"? Yes, there is actually a difference. Which one do you have? If you have questions about your debt or are looking to create a personalized Debt reduction Strategy, scan the QR code to schedule time to talk about you and your goals.
3 ways to maximize your 403(b) retirement plan
Do you have a 403(b) retirement plan or have you thought about starting one? Here are 3 ways to utilize and maximize your 403(b) retirement plan savings options.
Can "good debt" help my credit score?
Check out this video to learn strategies on how managing your debt responsibly can have a positive impact on your credit score!
Qualified Charitable Distribution (QCDs)
Giving to charity is a wonderful gift, so why not make it tax efficient for you and the charity of your choice!
Navigating Beneficiaries & Per Stirpes
Financial Advisor, Cait Little, walks through how to navigate selecting Beneficiaries and what it means to elect a “Per Stirpes” distribution.
What Is Your Long-Term Care Plan?
Financial Advisor and CERTIFIED FINANCIAL PLANNER professional, Melissa Hoffman, CFP®, AIF® sits down to discuss how valuable planning for your long-term care is for you and your loved ones.
TRS: Purchasing Years of Service
Financial Advisor, Cait Little, covers the Texas Retirement System (TRS) benefit of purchasing years of service.
The 403(b) - What Is It and Why Would I Need One?
Financial Advisor, Cait Little, breaks down the basics of the 403(b) and why it's important.
5 Financial Actions HISD Teachers Should Take This Year
Cait Little, a Financial Advisor at Dearborn & Creggs, goes through 5 easy steps to help guide you towards financial confidence this semester!