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The purpose of this site is to help university faculty and staff better understand and take advantage of the numerous university-related retirement planning and wealth management opportunities available, all from a Certified Financial Planner’s point of view. I will be posting an article on a new topic every other week or so. Feel free to contact me with any comments or questions you may have.

 

Tuesday, May 14, 2019

Beyond Asset Allocation: 7 Ways You Can Benefit from Working with a Financial Advisor Is it possible to measure the value of professional financial advice when it comes to your retirement strategy?

 

Thursday, April 4, 2019

Are you close to retirement but not quite ready to go from working full-time to not-working-at-all? The good news is that you may be able to have your cake and eat it too. That’s because most universities offer some version of a...

 

Friday, February 1, 2019

Like more and more people these days, you may find yourself choosing to put off retirement and deciding to work later than you had originally planned, even into your 70s. Whether it's because the grant funding on your last major...

 

Thursday, November 1, 2018

Duke University recently announced that effective January 1, 2019, it will be making changes to its retirement plans in an effort to simplify plan options for participants. These changes affect the Duke Faculty & Staff Retirement 403b...

 

Saturday, September 1, 2018

Saving for college can be a challenging prospect for many. After saving for retirement, establishing an emergency fund, and making sure you have enough insurance, there is often not much left over to devote towards college savings....

 

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Wednesday, August 1, 2018

A common financial planning strategy used when changing employers is to roll your old retirement accounts (ORP, 401a, 403b, 457b accounts) into a Rollover IRA, thereby consolidating your assets and increasing your investment options....

 

Sunday, July 1, 2018

In the fall of 2015, the UNC General Administration authorized a new 457(b) Plan within the UNC System Supplemental Retirement Plans. While most people are familiar with 403b and 401k plans, many have not heard of a 457b, a retirement...

 

Friday, June 1, 2018

The Department of Labor (“DOL”) has recently published new rules regarding retirement plans, financial advisors, and fiduciaries. While people have been seeing articles in the news on these new rules, many folks are...

 

Friday, June 1, 2018

If you are a new faculty member at UNC, one of the single most important decisions you’ll need to make is choosing between the Teachers & State Employees Retirement System (TSERS) or the Optional Retirement Plan (ORP) for your...

 

Tuesday, May 1, 2018

While many people are familiar with differences between Traditional and Roth IRAs, many work-related retirement plans (i.e 403b, 457b, 401k, etc.) now offer investors the option of making either Traditional or Roth contributions as...