Education Center

Explore retirement planning for university professionals in Middleton, including pensions, 403(b)s, Social Security, and health care strategies.

Discover long-term wealth strategies for tenured professors in Middleton, from estate planning to charitable giving and investment management.

Explore pension and deferred comp planning for Middleton faculty. Learn how to align these benefits with your long-term financial goals.

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.

Living a long and healthy life is a goal we all share. However, navigating the complexities of healthcare costs in retirement can be daunting. By understanding the challenges and opportunities ahead, you can take control of your financial well-being and enjoy the retirement you deserve.

James Haygood and John Clarke, financial advisors with 20+ years’ experience serving university faculty, share overlooked yet impactful financial strategies — from tax planning to portfolio tips — in a relaxed, jargon-free session designed to enhance your long-term financial well-being.

As the spring semester winds down, it’s the perfect time for university faculty and staff to give their finances a fresh look. A simple financial check-in can help realign goals, uncover new opportunities, and help strengthen your financial foundation for the future.

Managing multiple university retirement accounts can be overwhelming, especially for those with years of service across different institutions. Consolidating accounts might simplify your financial strategy, but it requires careful consideration of investment options, fees, and unique account features.

Given how vital Social Security is to retirement planning, understanding its rules and available claiming strategies is crucial. While entire books have been written on the topic, this article will focus on key facts and strategies to consider when planning to claim Social Security benefits.

As the April 15 tax deadline nears, university professionals may feel the pressure of last-minute tax planning. While early preparation is ideal, there are still strategies you can implement to help maximize savings and reduce liability. Here are five essential tips.

When it comes to retirement, faculty members typically fall into two groups—those deeply committed to continuing their academic work and those actively planning for retirement. Each group faces unique challenges and opportunities. Understanding university retirement plans and savings strategies can help faculty members maximize their financial security and retire on their terms.

After decades of guiding university professionals through retirement, we’ve identified six key financial challenges that can complicate the transition. While your salary once provided security, retirement demands a new approach. Careful planning now can help you avoid costly missteps later.