Education Center

Phased retirement helps university employees transition gradually, mentor others, and explore tax, Medicare, and investment planning before full retirement.

Learn how 2026 SALT deduction changes work, including new limits, phaseouts, and planning considerations for taxpayers.

The new year brings a series of meaningful updates to university retirement plans, particularly for employees participating in 403(b) and 457(b) plans.

Smart tax strategies professors can use before filing to optimize deductions and help reduce last year’s tax bill.

Learn about phased retirement options for university faculty and ways to transition more smoothly into retirement.

Explore retirement plans, health coverage, and provider choices to help you make informed benefit decisions when moving between universities or leaving academia.

Estate planning is often the part of financial planning where many faculty members have a general sense of what they want but tend to postpone formalizing those plans.

Learn how SECURE Act 2.0 changes affect university professionals, including Roth catch-up rules and 2026 retirement planning tips.

Get ready for open enrollment this fall with key insights tailored for university professors. Learn how to optimize retirement contributions, evaluate pre-tax vs. Roth strategies, leverage consulting income, and review health and insurance benefits.

Get specialized financial planning for professionals in Madison, WI. Work with a fiduciary advisor to help you manage benefits, pursue tax-efficient strategies, and build long-term financial confidence.

Learn how the OBBBA makes TCJA tax brackets permanent, boosts SALT caps, and adds new deductions for academics. Stay ahead with smart 2025 tax planning.

Many academics are too busy to actively manage their investment accounts and retirement plans. As a result, they often choose a set of funds or a model portfolio and leave it unattended, without making adjustments for evolving goals or changing time horizons.