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.
“Retirement age” doesn’t mean the same thing it did twenty years ago—or even ten years ago. From the “FIRE” movement—with advocates focused on retiring in their 50s or younger—to those pursuing a “second act”—a second career following a full first career—retirement age has come to mean many different things to many different people. But what’s the right age for you? Our article can help you decide.
With an increasing contingency of employees opting for early retirement, Andy Baxley, CFP®, Sr. Financial Planner at our Chicago office, shares with Kiplinger a couple of keys areas to evaluate
CNBC recently quoted H. Jude Boudreaux, CFP® Sr. Financial Planner. In this quote, Jude shared the biggest risk of retiring early. Read the Entire Article Here
Money.com recently quoted Andy Baxley, CFP ®, CIMA ®, Sr Financial Planner, in an article how to prepare for retiring. Andy shares his knowledge about the link between working
MarketWatch recently published an article, “I’m 63, unemployed since March, and have $220,000 in retirement savings – should I claim Social Security early?” that featured a
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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