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Past Articles

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March 23, 2023
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.

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January 19, 2023
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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.

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December 15, 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.

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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.

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November 17, 2022
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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.

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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.

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November 3, 2022
Risk Reduction

You’ve worked hard to build your nest egg using your university retirement plan. Don’t let unnecessary risk scramble your future! In this video, we explain some of the common pitfalls that can increase the level of risk in your retirement portfolio.

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November 3, 2022
Retirement Income Planning

When you retire and your regular paycheck goes away, how will you replace that steady stream of income? This video will show you steps you can take to help create a reliable retirement income stream.

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November 3, 2022
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If you think about taxes just once a year at tax time, you’re missing out on some effective strategies to save for the long term. Proactive tax planning can help you keep more of what you earn. Learn how to leverage your university benefits in a tax-efficient way.