For university faculty approaching retirement—whether next year or in 10 years— this is the perfect time to get serious about financial planning.

Deferred compensation plans can be a powerful tool for long-term financial planning, but they’re not right for everyone. This blog will explain the key factors to consider when deciding whether to participate in a deferred compensation plan.

While traditional wisdom suggests you should be debt-free before retirement, this belief isn’t universally applicable. Under the right conditions, maintaining a mortgage can be a strategic financial move that supports long-term retirement goals.

Have you ever questioned whether retirement is truly what you desire? Is it really the ultimate goal you seek? Retirement often signifies an end, but it’s also important to consider what you will begin. Give yourself permission to dream and think, “What if?”

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.

After years of saving as much as possible, retirement means switching gears and recreating a paycheck with your savings. Cracking into your nest egg in a tax-and risk-efficient manner while reinvesting enough to support the rest of your life can be both complex and challenging.

“Should we pay off our existing mortgage before we retire?” This is a good question which has no cut-and-dried answer.  Let’s take a look at some factors to consider when evaluating if you should pay off a mortgage.

Planning for retirement involves more than just saving money; key birthdays play a crucial role in your retirement strategy. In this recorded webinar, “Birthdays to Remember for a Successful Retirement,” financial advisor and managing director Jack Phelps reveals potential pitfalls and opportunities on these critical birthdays.

Financial Advisor and Managing Director Brian Hinson was featured prominently in a Huntsville Business Journal article discussing the challenges of retirement in 2024.

The holidays are approaching – a perfect time for family gatherings! But beyond the joyful chaos, use this opportunity for a different kind of gift: open communication about your financial plans. Here’s how to navigate these potentially awkward conversations.

Serious health issues can disrupt lives. Explore this three-pronged approach to financial preparedness to help ensure peace of mind during difficult times.

Transitioning from private, employer-provided healthcare to Medicare can feel like an intimidating proposition. But investing time to learn the basics can help you feel more comfortable.