The CalPERS Financial Blueprint

SEVEN STEPS to make the most of your pension, your savings, and the decisions in between

Here’s a sneak peak of what’s inside:

Step 1. Know your number

Step 2. Where that income comes from

Step 3. The election you cannot take back

Step 4. Time your exit

Step 5. Build what the pension does not cover

Step 6. Invest it well

Step 7. Do it yourself, or get help

Bonus. Common missteps

Disclosures

Fiduciary Financial Advisors does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action. Before investing, consider investment objectives, risks, fees, and expenses. Investments in securities involve the risk of loss, including loss of principal. Past performance is no guarantee of future returns. The views and opinions reflected in the content are subject to change at any time without notice. The content speaks only as of the date indicated. Some information was obtained from external sources. The information is believed to be accurate, but there is no guarantee that it is.

This content is for educational purposes only and does not constitute personalized tax, legal, or investment advice. Consult a qualified CFP®, CPA, or attorney before taking action.

Fiduciary Financial Advisors is a registered investment adviser. Nothing here constitutes individualized investment advice. Examples are illustrative only and not recommendations. No guarantee of future results. Third-party data is not independently verified.

CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the CFP Board.