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Past Articles

University Perspectives
November 28, 2022
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The simplest way to improve return on your portfolio is to reduce overall taxes on your investments – a decision today that lays the foundation for the retirement lifestyle you want tomorrow. Taking the time to review the makeup of your financial assets from a tax standpoint allows you to maximize the unique tools available to you as university faculty.

University Perspectives
November 28, 2022
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During the annual open enrollment period, it is important to carefully consider all options and make informed decisions — now is not the time to check the “default” box. This report will serve as an informative guide to help you navigate the open enrollment period and reveal 5 money-saving tips.

University Perspectives
November 28, 2022
Professor socializing with younger colleagues or students

Your job is important, but it shouldn’t be your entire life. Set boundaries and understand when you are tempted to cross them just how important the life portion of your work-life balance is.

University Perspectives
November 28, 2022
Female professor writing on chalkboard

With its long history, one would think that university retirement plan participants would have a reasonable understanding of the strengths and weaknesses of TIAA. However, our experience indicates university professionals have a difficult time understanding TIAA and which investments to use to optimize their retirement portfolios.

Blog
November 19, 2022
4 Steps to Prepare for Retirement

COVID-19 and its variants continue to place academe at risk. 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.  

Web Class
November 18, 2022
Value of Advice

Is hiring a financial advisor worth it? In this video, you’ll learn about the different types of advisors and how they work, along with some tips for getting the most value from an advisory relationship.

Web Class
November 18, 2022
Employee Benefits

During the transition from university employment to retirement, you leave the benefits “umbrella” that university employment provides. Learn how to replace four important benefits you will lose when you retire from the university.

Web Class
November 15, 2022
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.

Blog
November 14, 2022
Reasons for Optimism

Nothing felt like risk during the “go-go” period of 2020-2021 until it became obvious it was. The same may be true now – nothing will feel like an opportunity until it becomes obvious it was.

Web Class
November 11, 2022
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.