P&G RETIREMENT INCOME PLANNING

Stone House Is An Independent Company And Is Not Affiliated With Or Endorsed By PSERS.

Your Public School Retirement Income Plan

A 4-Part Video Series

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First Name:
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What School District Will You Be Retiring From?
As soon as you hit SUBMIT, you'll be taken to Part 1 of the Public School Retirement Video Series. You'll also receive an email with a link to access the entire series whenever is most convenient to you.

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Hosted by Advisors of Stone House Retirement Income Planners

Located in Tunkhannock, PA

Ben Robinson, WMS℠

Advisor

Ryan Vassil, WMS℠

Advisor

Mike Cravath, WMS℠

Advisor

The 4 Parts of the Public School Retirement Video Series

Part 1: What to Expect

In Part 1 of the Video Series, you'll find out what to hand on-hand to make the most of this learning experience. We'll also offer additional resources to keep you on-track with retirement planning.

Part 2: The Parts of Your Plan

In Part 2 of the Public School Retirement Video Series, you'll get a bird's eye view of the parts of your retirement plan.
  • Your PSERS Pension Options
  • Your 403b Account
  • Your Sick, Vacation, and Incentive Pay
  • ​Your Retirement Income Plan

Part 3: How to Make Your Public School Retirement Last 30+ Years

In Part 3 of the Video Series, you'll learn how to make your Public School Retirement Last 30+ years with the use of a comprehensive retirement income plan. 

Part 4: A Helpful Public School Retiree Case Study

In Part 4 of the Public School Retirement Video Series, you'll get to watch two Stone House Advisors review a retirement income plan created for a public school retiree and her spouse. We aim to give you a concrete example of what goes into a retirement income plan so you can begin making sense of your own retirement income numbers.

How We Test Your Plan

  • Understand how to design a solid plan based on your assets, incomes, expenses, and social security.
  • ​Create different versions of how you might live in retirement.
  • ​​Test your plan against many different market environments.
  • ​Choose the version of your retirement that fits your needs and has the highest probability of success.

Retirement Income Planning

  • Understand your 401K and Employee Stock Ownership Plan (ESOP).
  • Avoiding the tax penalty for early distributions.
  • ​The potential impact of Required Minimum Distributions (RMD)
  • ​Preserve retirement accounts for your spouse and beneficiaries and protect it from inflation.

How to Avoid Costly Mistakes

  • Tax strategies that can save you thousands,
  • Build flexibility in your distributions so you don't get hit with penalties.
  • ​​Learn the most likely things to kill your retirement and how to avoid them.
  • Know why health care is such an important (and often overlooked) cost to consider in your plan.

Frequently Asked Questions

Do I have to be retiring this year to get the most out of this video series?
The Public School Retirement Video Series is designed to be most helpful for those preparing for retirement in the next 1 to 5 years from the PA Public School System.

I'm planning for retirement from the PA Public School System, but my spouse is not. Will the video series still help us?
Yes! In fact, in Part 4 of the series, we'll show you a case study of a couple like this—one is retiring from the PA Public School System soon, while the other owns a small business and isn't sure of when they'll retire. 

Am I obligated to work with Stone House Retirement Income Planners after I sign up for the Public School Retirement Video Series?
Not at all. You may sign up for and go through the video series, provided by Stone House Retirement Income Planners, and then choose to manage your own retirement income plan or work with a financial advisor of your choice. 

Does this video series cost anything?
No. This video series is completely FREE. All we need to deliver it is your email address.

Want to Sign Up for the Free Public School Retirement Video Series?

Join Stone House Advisors as they lead a FREE presentation for Cape Girardeau employees on how to build a custom and reliable retirement plan after leaving P&G. Get answers to your questions. In this seminar, we'll cover:

COVID-19 Operations Update: Don't worry! We've got you covered. We are ready to help through the phone, mail, and internet - Read More.

Contact  Chad

Complete the form below to ask questions about your retirement.

Learn More about Chad through His Stone House Story.

I've been blessed in life to be surrounded by people who have supported me. From a young age, I had the support of my parents as I tested out entrepreneurship with a lawn mowing business. Rather than spend my money on toys and candy, my Dad taught me how to invest and grow my earnings and it sparked a life-long love of the stock market, business, and investing.

In college, I used an athletic and academic scholarship to graduate debt free from college. It was not easy to play football and graduate in 5 years with a Bachelor's Degree in Chemical Engineering and a Master's Degree in Engineering Management, but it paid off when I was hired by Procter & Gamble in 2004. I began my career making diapers at the plant in Cape Girardeau, Missouri, eventually making my home in Cincinnati, Ohio.

While P&G has been great to me over the years, I still find myself daydreaming about helping people with their financial planning, leveraging all the lessons my Dad taught me as we invested my lawn mowing money so long ago. After years of daydreaming, my wife, a brilliant and successful marketer, finally convinced me to pursue my passion and supported me in becoming a financial adviser.

After researching several firms, nothing felt right. I needed a team that was really behind me; I wanted to truly help people make better financial choices, I wanted to have a hand in the portfolios I managed for clients, and I didn’t want to get paid through commissions for products I recommended to my clients.

One day I was talking to a friend of mine and he mentioned an investment advisory firm that works with a lot of Procter & Gamble employees and retirees. In fact, a partner of the firm, John Burke, had worked for P&G for over 15 years, spending his last 5 years doing financial advising part-time. I didn’t expect much when I sent an email to John at Stone House Retirement Income Planners. I figured he might respond, we might have a good chat, and that would probably be the end of it.

But it was just the beginning. John asked questions about me and about my life. He asked me about what I wanted and helped me understand my options for getting there. Over the next few weeks, it became clear that Stone House was a really great company with a passion for doing what is best for the client. When I first saw their LifeStack system, I knew I wanted to be a part of the Stone House team. Holistic financial planning - not just investing - can be overwhelming, and LifeStack makes it feel natural. I could tell it was developed by someone who had worked at P&G for a long time; like most P&G systems, it makes the complex simple and focuses on continuous improvement.

Fast forward to today...as a proud member of the Stone House team, I am now a financial advisor focused on retirement income planning. With their support, I've created a schedule that allows me to stay in my current role at P&G and after hours, I help people understand their benefits and retirement options.

With all the support I've been given over the years, I hope you'll give me the chance to support you, too. I'd love to "engineer" your ideal retirement.

Interested in setting up a time to talk? Please reach me by email, at CTaake@StoneHouseMail.com, or by phone, at (570) 836-7020 or 1 (866) 923-1946.

80 West Tioga Street
Tunkhannock, PA 18657
Toll Free: 866-923-1946
Tunkhannock: 570-836-7020
Neither Stone House nor its representatives are affiliated with or endorsed by PSERS.
Disclosures:

Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services. 


No services will be performed prior to the delivery of our Form ADV 2, which is the disclosure document that outlines our business activities, fees and conflicts of interest. This is not a solicitation of service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Please call for additional information if interested in learning more about our company and services.

 Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House® Investment Management, LLC as of the date of publication and are subject to change. 

Fees listed on this site only represent fees charged by Stone House for services provided. Additional fees may be applied by third-parties depending on the services rendered. See ADV 2 for details. 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.


This website is a publication of Stone House® Investment Management, LLC. The information presented is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. 

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