Video Graphic 260X174 1

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...

Posted: Apr 01, 2021

Retirement

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...

Posted: Nov 06, 2019

Husband Wife Computer

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...

Posted: May 17, 2018 By Michael Filbrandt

I Stock 14885495 800Pxwide

‘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...

Posted: Feb 15, 2018

University Of Facade 800Px

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 $...

Posted: Jan 26, 2018

Long Term Care Insurance

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...

Posted: Mar 06, 2017

I Stock 183869749

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...

Posted: Aug 29, 2016

University Library

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...

Posted: Jul 20, 2016

Comedian Takes On Retirement Planning Industry

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...

Posted: Jun 16, 2016