Planning a Mid-Life Career Change? Here Are Some Tips for Smoothing the Transition
What can you do to prepare for making a mid-life career shift? While it’s probably not possible to completely eliminate all the unknowns and the stress that goes with them, there are some things you can do to take control in certain areas.
A Simple Guide to Understanding TIAA’s Unique Structure
In this post, I aim to demystify TIAA’s structure by breaking it down into 7 distinct layers. We will start with the broadest layer (TIAA itself) and work our way down to the most specific (the individual investments available to you in your TIAA contracts).
My University Offers a Phased Retirement Plan. Should I Accept It?
Phased retirement programs have long been a tool used by universities to retain key faculty members, facilitate institutional knowledge transfer, manage costs, and attract new talent.
As a professional financial advisor dedicated to helping professors plan for retirement, I’m an advocate for phased retirement programs, but that doesn’t mean they are right for everyone.
TPC Client Update Re: Swapping Mutual Funds to ETFs
by Andrew Sivertsen, CFP®, EA, CeFT® and Andy Baxley, CFP®, CIMA® The Planning Center’s Investment Committee
