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Executive, Legislative Branches Considering RMD Changes

Changes in required minimum distributions (RMDs) are among the focal points of current proposals in the executive and legislative branches of the U.S. government. One possible result of these...

Posted: Sep 27, 2018

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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

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‘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

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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

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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

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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

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Northwestern University Retirement Plan Deadline Looms

Investment options in the Northwestern University staff and faculty retirement plans will change beginning July 27, 2016. It’s critical for employees to be aware of some of the important...

Posted: Jul 20, 2016

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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,” had the retirement planning industry in his crosshairs this...

Posted: Jun 16, 2016

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Where Can a Retiree Turn for Help With These New Social Security Claiming Strategies?

“The times they are a changin…”  It is unlikely that Bob Dylan had the United States Social Security Administration in mind when he penned this timeless classic in 1964. ...

Posted: Jan 24, 2016