Education Center

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.

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.

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.

As healthcare costs continue to grow at a faster pace than general inflation, making sure they’re accounted for in your retirement plan is vital to its success.

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.

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.

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.

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.  

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.

We have found much of the uncertainty of retirement falls into one of three categories: financial, family, and emotional. With these tips, we believe you will be better prepared to success fully adjust to the post-career phase.

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.

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.