Blog

Are you taking care of one of your most important financial assets? If you have worked in higher education for most of your career your retirement plan is likely to be one of your largest financial assets. For example, nine of the ten...

“I started saving later for retirement because I was in school pursuing my required advanced degrees; can I make up for lost time on retirement savings?” This can be a common feeling but you are not alone. According to a...

If you have accepted an early retirement incentive* buyout from your University or College, address these 7 steps before your last day of work. Fortunately, many separation programs run through the end of the semester or school year so...

Do you feel that everyone else has their financial plan in order while you are always unsure about your own picture? I find this is a common perception: many people experience anxiety over their financial experience and understanding....

The answer to that question may be yes or no. Either way, my goal with this blog is to help people be intentional with their money and their financial decision-making. Whether you work with a planner or not, there are many factors that...