Financial Preparedness Report
California State Employees Financial Preparedness Report
We are pleased to introduce the 2024 California State Employees Financial Preparedness Report.
Financial Preparedness Report
Q & A with Russel L. Phelps, Certified Financial Planner
We asked Russel L. Phelps III, a Private Wealth Advisor and Certified Financial Planner Professional to provide his professional advice for California State Employees in different financial situations.
On Track or Ahead of Schedule for Retirement? Chances Are You Do These 7 Things
California State employees who feel on track or ahead of schedule in their overall retirement picture are more likely to share seven traits.
Retiring from the State? 6 Considerations Before Taking the Leap
Successfully retired State employees recommended six things to consider before taking the leap into retirement