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Past Articles

Video
March 1, 2024
Employee Benefits

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.

Video
February 26, 2024
Planning for Life's Transitions

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.

Articles
February 21, 2024
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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.

Articles
October 9, 2023
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In our experience working with the university community, we’ve noticed six retirement-related mistakes that higher-education professionals often make. It’s best to address these mistakes now, rather than after you leave the university’s safety net of salary and valuable benefits.

Articles
May 2, 2023
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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.

Articles
April 29, 2023
4 Steps to Prepare for Retirement

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.  

Articles
April 6, 2023
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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.

Video
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.