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

University Sign

Here’s What Trump’s Change to ‘Fiduciary Rule’ Means to Professors

You may have heard that a Department of Labor ruling designed to safeguard the interests of retirement plan investors has been placed on temporary hold by President Trump. Here’s...

Posted: Feb 06, 2017

Mother With Grandchildren

How to Avoid Critical Estate Planning Traps

Imagine having no control over how your assets are distributed after your death. Also imagine that you worked a lifetime to build up savings and assets that you hoped...

Posted: Dec 04, 2016

University Courtyard

Professors Put Financial Advisers to the Test – and They Failed

A recent study by professors at MIT, and Harvard and Hamburg universities, found the quality of financial advice commonly given to clients was “highly troubling.”  Those were the words...

Posted: Nov 27, 2016

Husband Wife Computer

Election Impact: Post-Election Outlook and Strategies

Nobody is quite sure what changes will occur under the administration of President-elect Trump.  The financial markets initially lost more than 800 points in overnight futures trading last week...

Posted: Nov 14, 2016

Holding Hands

Presidential Election Prompts Spike in Markets' 'Fear Index'

The Chicago Board Options Exchange (CBOE) Volatility Index, also known as the “fear index” of U.S. markets, has jumped 65 percent in the past two weeks. This coincides with...

Posted: Nov 06, 2016

Scott Kornstedt Headshot Crop For Report

Scott Kornstedt Gives Back to Specialty Health Care Center

Two days after their daughter was born in March 2013, Scott and Carrie Kornstedt received some unnerving news. A routine blood test revealed Raegan has a condition known as...

Posted: Oct 19, 2016

Portfolio Review

How Much Inheritance Will University Professors' Heirs Lose to Taxes?

Hillary Clinton wants to increase it. Donald Trump wants to abolish it. Based on the dialogue from the second Presidential debate, that’s what we know about the presidential candidates’...

Posted: Oct 17, 2016

Nurse With Patient

Why Your Part B Medicare Premiums Are Likely to Increase

Premiums for Part B Medicare coverage are likely to increase significantly in 2017, and wealthier Americans will see a substantially greater increase than the majority of beneficiaries. Individuals earning...

Posted: Oct 03, 2016