Education Center

Most people underestimate the likelihood of needing long-term care. The reality is, a significant portion of the population will require assistance with daily activities as they age. This can be a huge financial burden, but there are steps you can take to plan ahead.

When we work 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. Learn more about the three potential hidden risks of consolidation and consider an alternative way to manage your many accounts.

Preparing for retirement during your career as a university professional can be both exciting and daunting. While there is much to look forward to as you approach this major milestone, it’s easy to make some critical planning mistakes.

A complex financial life leaves more room to miss key things, may needlessly enhance tax liability, and potentially leaves fewer assets behind for heirs. For those edging closer to retirement, the biggest questions are: How do I begin to simplify my financial life? What does simplification even look like? 

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.

With so many people offering financial advice, how can you know who to trust? Here’s a six-step checklist to help evaluate a financial planner.
Gain insight into whether your planner’s priorities mirror your own.

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.