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Past Articles

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March 5, 2025
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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.

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February 19, 2025
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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.

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January 9, 2025
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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.

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December 16, 2024
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As university professionals approach retirement, they leave behind the sheltered environment of a university setting and enter a world that resembles self-employment. They will have to pay themselves regular salaries, find health and life insurance coverage, and take full responsibility for their financial security for the rest of their lives. This report provides guidance on preparing for this transition.

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November 15, 2024
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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.