Fiduciary Services for University Professionals

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Does Your Retirement Plan Include Healthcare Costs?

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6 Things You Need to Know About Medicare

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University Retirees Share What They Wish They Knew Before Retirement

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Why Your Taxes Could Increase In Retirement And What You Can Do About It Now

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5 Money-Saving Tips for University Employees During Open Enrollment

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3 Hidden Risks of Consolidating Your Retirement Accounts

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The 4 Employee Benefits You Must Replace When You Retire

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Academic Work-Life Balance: 5 Ideas for How to Achieve It

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Simplifying Your Financial Life

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Your 6-Step Checklist: How to Evaluate a Financial Planner

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Retiring in the Next 10 Years? Beware the "Six Traps"

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Inflation Moderating – The Page 8 Story

Economy Predicted

The Recession Everyone's Predicting

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Evidence-Based Investing

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Three Steps to Protect Your Purchasing Power

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Test Your Retirement Readiness Knowledge

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7-Step Checklist if You Haven't Begun Your Retirement Planning

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What’s Your Retirement Account Really Worth?

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The Tax-Efficient University Retirement

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How to Tax-Efficiently Manage RMDs

Where Will The Market Go Next

Market Update: Is Your Nest Egg Safe?

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No Attorney Needed: Your Estate Plan in Two Simple Steps

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The Hidden Powers of Your Health Savings Account

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Market Update: The Other Tax

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Are You Leaving Money on the Table? Supplemental Plans Can Make or Break Your Retirement Goals

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Create a Meaningful Retirement

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A Professor's Guide to Travel in the COVID-Era

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Two Major Estate Planning Myths

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Market Update: What is Your Retirement Benchmark?

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Biden's Tax Plan, Part II: Navigate Future Estate Tax Changes

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Biden's Tax Plan, Part I: Impacts on Federal Income Tax and Estate Tax

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The Filbrandt Report: Start with the End in Mind

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Retiring Earlier Than Planned? A 7-Step Retirement Checklist

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7 Steps to Protect Your Retirement

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Market Update: Investing in a Low-Yield Environment: Unusual Strategies for Unusual Times

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Market Update: Does Concentration in Top 5 Stocks Signal Imminent Crash?

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SECURE Act and Your Estate Plan: 4 Steps to Take Now

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3 Mistakes to Avoid in Volatile Markets

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Market Update: Living in a New World

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3 Critical Steps to Weather An Economic Storm

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Does Your Adviser Have a “PhD in Financial Planning?”

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3 Big Mistakes Academics Make in Asset Allocation

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Did Your University Announce Retirement Plan Changes?

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Retirement Beyond the Numbers

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Don't "Beat the Market," Maximize Your Bottom Line

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Overlooking This Hidden Gem in Your University Retirement Plan?

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Who Can You Really Trust With Your Financial Future?

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How to Protect Resources During Market Volatility

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7 Ways to Reduce Tax Liability

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How to Prepare Portfolios for a Possible Downturn

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Do Target Date Funds Miss Their Mark?

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Your Estate Process: Open to the Public?

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How to Accumulate Tax-Free Retirement Assets

View Report

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Strategies to Make the Most of Charitable Giving

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5 Estate Plan Oversights That Can Prove Costly

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4 Dangerous Trends Affecting University Retirement Plans

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Your Retirement Readiness Checklist: Have You Completed These 12 Points?

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Retiring in the Next 10 Years? Beware the "Six Traps"

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Get More Out of the Sleeping Giant

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Estate Planning Made Easy

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Think You Won't Need Long Term Care?

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5 Reasons You May Need a Financial Adviser

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Is Your Adviser a Fiduciary or a Broker?

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How 'Saving Money' Can Actually Waste Money

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Latest Scam: Tax Preparers’ Computer Records Breached

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A Glaring Gap in Many Estate Plans: No Plan for Incapacity

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Do You Know Your Path to Financial Independence?

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Act Quickly If You Learn Your Identity Was Stolen

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How to Avoid the “Rollover Trap”

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Diversified Tax Structures Protect You After Retirement

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How Can You Test-Drive Your Estate Plan? (Without Dying First)

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To Annuitize or Not to Annuitize?

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Celebrity Duo Had Trust

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Ruling Compels Advisers to Protect Your Best Interests