Wealth Management

Learn how one professor's retirement plan fell short using whole life insurance, IULs, and annuities. Discover better investment options with real numbers and smart advice.

A pension isn’t always enough. See how one professor avoided a retirement shortfall with smart financial planning.

Academic careers don’t guarantee retirement security. Discover how to plan, save, and build long-term wealth here.

Discover how professors like Dr. Emily R. can make informed healthcare decisions during open enrollment, balancing family needs and financial savings.

Explore the financial journey of Adam C., a professor with scattered, underperforming retirement accounts. Learn how professional advice helped him consolidate his savings, optimize contributions, and craft a strategy to meet his retirement goals in this insightful real-life story.

Navigating your Public Employee Retirement System of Idaho (PERSI) or Utah Retirement Systems (URS) account is crucial as you approach retirement. Explore the different withdrawal options and retirement benefit plans available to ensure a financially secure future.

In the realm of financial planning, one often overlooked yet powerful tool is the beneficiary designation. Understanding what it is and strategically utilizing it can not only simplify the distribution of assets but also play a crucial role in saving on future taxes.

Calculating retirement benefits can seem complex, but with a clear understanding of your retirement plan's components and formula, university professors can take charge of their financial future.