Estate planning is often the part of financial planning where many faculty members have a general sense of what they want but tend to postpone formalizing those plans.
Learn how SECURE Act 2.0 changes affect university professionals, including Roth catch-up rules and 2026 retirement planning tips.
Get ready for open enrollment this fall with key insights tailored for university professors. Learn how to optimize retirement contributions, evaluate pre-tax vs. Roth strategies, leverage consulting income, and review health and insurance benefits.
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Get specialized financial planning for professionals in Madison, WI. Work with a fiduciary advisor to help you manage benefits, pursue tax-efficient strategies, and build long-term financial confidence.
Learn how the OBBBA makes TCJA tax brackets permanent, boosts SALT caps, and adds new deductions for academics. Stay ahead with smart 2025 tax planning.
Many academics are too busy to actively manage their investment accounts and retirement plans. As a result, they often choose a set of funds or a model portfolio and leave it unattended, without making adjustments for evolving goals or changing time horizons.
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Living a long and healthy life is a goal we all share. However, navigating the complexities of healthcare costs in retirement can be daunting. By understanding the challenges and opportunities ahead, you can take control of your financial well-being and enjoy the retirement you deserve.
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James Haygood and John Clarke, financial advisors with 20+ years’ experience serving university faculty, share overlooked yet impactful financial strategies — from tax planning to portfolio tips — in a relaxed, jargon-free session designed to enhance your long-term financial well-being.
As the spring semester winds down, it’s the perfect time for university faculty and staff to give their finances a fresh look. A simple financial check-in can help realign goals, uncover new opportunities, and help strengthen your financial foundation for the future.
Managing multiple university retirement accounts can be overwhelming, especially for those with years of service across different institutions. Consolidating accounts might simplify your financial strategy, but it requires careful consideration of investment options, fees, and unique account features.
Given how vital Social Security is to retirement planning, understanding its rules and available claiming strategies is crucial. While entire books have been written on the topic, this article will focus on key facts and strategies to consider when planning to claim Social Security benefits.
As the April 15 tax deadline nears, university professionals may feel the pressure of last-minute tax planning. While early preparation is ideal, there are still strategies you can implement to help maximize savings and reduce liability. Here are five essential tips.
Our advisors have specific and in-depth knowledge about university employee benefit programs and retirement plans. We work with university faculty, physicians, and other professionals. We are not associated with any university or any retirement vendor, and we have no access to your private retirement or personnel information.
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