Maximize Your Teacher Pension. Retire Confidently

After 15+ years of dedication, you deserve every dollar your pension promises. One wrong decision about timing can cost you $100,000-$300,000. We’ll help you optimize your final years and navigate the complex transition to retirement.

Your Biggest Challenges (The Reality of Years 15+)

The Timing Question

The Healthcare Gap

The Social Security Question

The Pension Formula Mystery

How We're Different From Generic Retirement Advice

Generic financial advisors don’t understand teacher pensions. They push 401(k) strategies that don’t apply to defined benefit plans. They don’t know about WEP/GPO. They’ve never heard of the Rule of 80. You need specialists who understand YOUR retirement system.

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Teachers Who Understand Their Pension Formula
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Average Pension Increase Through Strategic Planning
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Teachers Who Budget for Healthcare Gap
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Tools Built for Your Teaching Career Stage

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Optimal Retirement Date Calculator

Calculate your exact optimal retirement date based on:

  • Your state’s pension formula and age factors
  • Years of service milestones (20, 25, 30 years)
  • Age milestones (55, 60, 62, 65)
  • Healthcare eligibility timing
  • Social Security coordination
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PSLF vs TLF Completion Tool

If you enrolled in PSLF or TLF in your early years:

  • How many qualifying payments remaining?
  • When will forgiveness kick in?
  • Should you wait to retire until forgiveness completes?
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Healthcare Bridge Cost Calculator

Calculate EXACTLY what healthcare will cost from retirement until Medicare at 65:

  • Planned retirement age (55, 60, 62, 63, 64)
  • Current health status
  • Spouse coverage needs
  • State (for ACA marketplace subsidies)
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Social Security Fairness Act Benefit Calculator

NEW for 2025! Calculate your restored Social Security benefits:

For teachers who:

  • Worked in private sector before/after teaching
  • Have spousal Social Security benefits
  • Previously affected by WEP or GPO

Outputs:

  • Retroactive lump sum payment (started Feb 2025)
  • New monthly benefit amount
  • Lifetime benefit increase
  • When to claim SS for maximum benefit
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Final Average Salary Optimizer

Maximize your FAS during your final calculation years:

Strategies included:

  • Which stipends/duties count toward FAS in your state
  • Timing of salary increases or master’s degree completion
  • National Board Certification timing
  • Coaching/extracurricular compensation planning
  • Part-time teaching impact (some states allow)

State-specific guidance:

  • Georgia: 24-month calculation (most flexible)
  • California: 12 vs. 36-month rules
  • Texas: Grandfathered vs. non-grandfathered formulas
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Pension vs. Lump Sum Analyzer

Some states offer lump-sum buyouts or DROP programs. Should you take them?

Analyzes:

  • Monthly pension vs. lump sum NPV (net present value)
  • Investment return assumptions
  • Longevity considerations
  • COLA impact over time
  • Tax implications

Critical factors:

  • Health status and family longevity
  • Risk tolerance
  • Legacy goals (leaving money to heirs)
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Teacher Pension Underfunding Rate (National Average)

Your pension system’s funding level matters. We track all 50 states and alert you to concerns that might affect your benefits.

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Average Lifetime Pension Increase Through Optimization

Strategic planning in your final years—timing retirement, maximizing FAS, understanding formulas—adds this much on average to lifetime benefits.

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Client Confidence in Their Retirement Plan

After working with us, 93% of near-retirement teachers report feeling confident about their financial future (vs. 31% before).

Get Started

Best For: Self-directed teachers who want to DIY their planning

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  • State pension calculator (50 states)
  • Optimal retirement date estimator
  • Healthcare bridge cost calculator
  • Social Security Fairness Act benefit checker
  • FAS optimization checklist
  • Downloadable retirement timeline planner
  • Free email newsletter with retirement tips

Retirement Readiness Program

Best For: Teachers within 5 years of retirement who want comprehensive guidance

$ 299 one-time
  • Everything in Free tier, PLUS:
  • 12-week retirement planning course
  • State-specific video guides (pension formula breakdown)
  • "One more year" decision framework with worksheets
  • Healthcare options comparison tool (COBRA vs. ACA vs. others)
  • Social Security claiming strategy guide
  • DROP/lump sum analysis templates
  • Retirement budget calculator
  • Private community forum access (lifetime)
  • Quarterly group Q&A sessions
  • Library of state-specific pension guides

Personalized Retirement Consulting

Best For: Teachers retiring within 1-3 years who want expert analysis and personalized strategy

$ 799 one-time
  • 2-hour 1-on-1 consultation with teacher retirement specialist
  • Personalized retirement date analysis (optimal timing)
  • Custom FAS maximization strategy for your situation
  • Full pension calculation verification (we check the state's math)
  • Healthcare bridge cost analysis with provider recommendations
  • Social Security coordination strategy (when to claim for max benefit)
  • Tax planning for retirement income (pension + 403(b) + SS)
  • Retirement income projection report (detailed, year-by-year)
  • Post-retirement part-time work analysis (if considering)
  • 90-day email support after consultation
  • Annual check-in session (1 hour) for first 2 years