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Past Articles

Web Class
February 26, 2024
Planning for Life's Transitions

Navigating significant life transitions is among the most difficult scenarios people face. From a financial planning perspective, these life events can have an impact on retirement income planning, taxes, investments, and estate planning.

University Perspectives
February 21, 2024
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When we sit down with university professionals, it’s common for them to have several retirement and investment accounts. Perhaps they’ve worked at multiple universities, or their university went through a retirement plan custodian change. This report will help you understand the three potential hidden risks of consolidation and provide you with an alternative way to consider managing your many accounts.

University Perspectives
October 9, 2023
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In our experience working with the university community, we’ve noticed six retirement-related mistakes that higher-education professionals often make. It’s best to address these mistakes now, rather than after you leave the university’s safety net of salary and valuable benefits.

University Perspectives
September 25, 2023
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When the topic of long-term care arises, some people have the attitude that “it won’t happen to me.” According to AARP, about 70 percent of people over the age of 65 will need some type of long-term care assistance during retirement.

University Perspectives
May 2, 2023
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Medicare is a federal health insurance program that provides coverage to millions of Americans. Understanding the basics of Medicare is essential for anyone who wants to make informed decisions about their healthcare coverage. Here are six things you need to know.

Blog
April 29, 2023
4 Steps to Prepare for Retirement

Will 2023 be the year you retire? If so, it’s time to understand how much you need to maintain your desired lifestyle, how to budget successfully, improve your cash flow, if needed, and be able to handle additional expenses as they arise.  

University Perspectives
April 6, 2023
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In today’s fast-paced and highly competitive world, it’s easy to get caught up in the idea that your job should be your top priority. Your work is important, but it shouldn’t consume your entire life. Establishing clear boundaries is essential to maintain a healthy work-life balance. After all, a fulfilling life outside of work is just as crucial as a successful career.

Web Class
March 23, 2023
Common Estate Planning Mistakes

You may be diligent about saving for retirement, but do you have a plan for your remaining assets when you die? Estate planning is a critical part of the financial planning process. In this video, we’ll show you how to help avoid four mistakes that can negatively impact university employees and their heirs.

University Perspectives
February 27, 2023
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In this report, we explore possible reasons why taxes might increase in the future and some effective tax-planning techniques that you can employ today to capitalize on the presently low rates. The ultimate objective is to help you maintain control over your tax obligations during retirement.