The Educator's Retirement

A blog created to help educators realize their retirement and financial dreams. From pensions and 403(b) accounts to debt and your spouse's retirement plan, all financial subjects are open for discussion.

April 27, 2018

Understanding Your TRS Pension

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This morning I had a couple that are clients come to my office to review their potential retirement plan and income. As usual, I asked them...

December 30, 2017

Who Is Looking Out for Your Best Interest?

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One of the most common questions that I receive is about talking to the various people that educators are directed to discuss their retireme...

December 27, 2017

Winding Down 2017 and Gearing Up for 2018

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As we wind down an eventful and interesting 2017, I wanted to say that 2018 will be a bit more active on The Educator's Retirement site....

February 11, 2016

An Update on What I Have Been Doing

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First, thank you for all of the emails. I always enjoy hearing from my readers whether it is a question, some news or an update, or simply ...

November 9, 2015

Are Teachers Being Targeted by Financial Firms?

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I am constantly reading numerous publications to stay abreast of the happenings in the financial world. In the last two days, I have receiv...

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About the Author

Robert (Robby) E. Schultz III, CFP®, ChFC®, CPWA®: Partner and Wealth Advisor who has worked for Rollins Financial since 1998. Robby is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and a Certified Private Wealth Advisor® (CPWA®) professional. He evaluates the various investments, portfolio allocations, and retirement options for clients. Robby is involved at all levels of servicing the asset management needs of our clients. Robby has focused on several areas of the financial services industry, including retirement plan administration, pensions, and taxation. His background in analyzing the various pension options and Social Security benefits has helped guide clients when making retirement decisions. Robby is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). In addition to his duties as a Wealth Advisor, Robby has also become much more involved in the taxation side of financial planning, and he routinely helps Rollins & Van Lear during tax season.

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