Blog Category: Retirement Planning
Categories: Comprehensive Financial Planning | Investment Management | Retirement Planning | Estate Planning | Tax Planning | Trusts
Market Update Vlog: What is Your Retirement Benchmark?
Steve Hoffman, CFA® discusses the value of investment benchmarks when measuring the success of your university retirement portfolio. Watch the video below or read the full report (here). -TRANSCRIPT- Hello, I’m...
Getting Close To Retirement? Opportunity is Knocking...Open the Door!
A Message From the Chairman Many years ago, twelve to be exact, I was meeting with a sixty five year old University professor in her office and she was telling...
Paying Off Debt Not Always the Best Strategy
Paying off debt is a goal of many people as they approach retirement. Most of our clients and people we meet with want to have their home paid off...
‘Full Retirement Age’ Shifting Closer to 67
If you were born in 1955 or later, be aware that your 66th birthday is not the day you should file for Social Security -- if you want your...
Don't Lose Your Life Insurance at Retirement
Replacing university-provided benefits and income becomes a primary objective for many professors when they reach retirement. Most professors have three major assets: Their retirement account, which could be $...
Should You Purchase Long-Term Care Insurance?
The two primary questions professors ask about long-term medical care, also known as extended care, are, “Do I need it?” and “How do I pay for it?” According to...
Universities Sued Over Retirement Plans' Oversight
Why You Should Care Several prominent universities are facing allegations that they failed to meet their fiduciary duties in the management of their staff and faculty's retirement plans. Lawsuits filed...
Northwestern University Retirement Plan Changes
Investment options in the Northwestern University staff and faculty retirement plans changed in July 2016. It’s critical for employees to be aware of some of the important aspects of these...
Comedian Takes On Retirement Planning Industry
Comedian John Oliver, who has become known for current events rants on his HBO program, “Last Week Tonight with John Oliver,” recently had the retirement planning industry in his crosshairs...