You’ve accepted your voluntary separation package, packed up the remnants of your storied academic career, and stepped off the campus for the last time as a professional. Ahead of you lies a future filled with the possibilities of someone who may not yet have been ready to perform in their last act on this stage. […]
Financial Planning
I’ve Been Offered a Voluntary Separation Program — Now What?
You’ve just learned that your academic institution is offering a voluntary separation or early retirement program and you are eligible. Now, with all the thoughts and emotions this brings, you realize — you have a decision to make. In fact, you have several choices to weigh in on at this juncture – and getting them […]
University Benefits: Knowing and Making the Right Choices
As a university professor or professional, you receive many benefits. Not surprisingly, some of our clients were not aware of them all. Are you? To maximize these benefits requires some familiarity not only with them, but also the stipulations around them. We have highlighted some of these benefits and rules surrounding them below. Tax Management […]
Eight Ways to Tune Up Your Finances Today for 2022
With 2021 rapidly drawing to a close, the clock is ticking for you to align your tax benefits and retirement plans for the year to come. As expected, there are several new programs, planned increases, and cautionary tales that constitute the financial landscape for 2022. One thing, however, you may NOT have expected: That inflation […]