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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.

One of the simplest ways to improve return on your portfolio is to reduce overall taxes on your investments – a decision today that can help lay 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.

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.

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.

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.

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.

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.  

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.

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.

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.

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.

Here are three important steps to consider taking to help protect your retirement resources during a volatile market environment.