News & Insights | Financial Planning Blog

Request A Call Back

First NameLast NamePhone NumberEmail

Reason

Call Back Time

What State Do You Live In

Message

Latest News & Insights

Lifestyle Financial Planning

Are 403(b) Advisers Fiduciaries? A Teacher’s Guide to Financial Advice

Are 403(b) advisers fiduciaries? Learn how fiduciary duty, Regulation Best Interest and insurance rules apply to teachers and educators.

October 5, 2026

Retirement Planning

Kansas Superintendent Retirement Planning: KPERS, 457(b), 457(f) & Taxes

earn how KPERS, 457(b) and 457(f) benefits, superintendent contracts and retirement taxes can affect retirement planning for Kansas school leaders.

October 5, 2026

Retirement Planning

Should Professors Annuitize a TIAA Balance? Retirement Income Planning

Should professors annuitize a TIAA balance? Compare annuitization, withdrawals and blended strategies with Social Security and RMDs.

October 5, 2026

Retirement Planning

Are Kansas Professors in KPERS? Kansas & Missouri Retirement Plans

Are Kansas professors in KPERS? Learn how KBOR, CURP, MOSERS and University of Missouri retirement plans differ by campus, job and hire date.

October 5, 2026

Retirement Planning

Tax-Efficient Retirement Income for College Professors: 403(b), 401(a), 457(b) & RMDs

Tax-efficient retirement income for college professors: understand 403(b), 401(a), 457(b), RMDs, Roth accounts, consulting income, and state taxes.

October 3, 2026

Retirement Planning

Teacher Retirement Accounts Beyond a Pension: 2026 Guide

Explore retirement accounts for teachers beyond KPERS, PSRS and 403(b) plans, including IRAs, spousal IRAs, HSAs, taxable accounts and SEP plans.

October 3, 2026

Retirement Planning

How School Administrators Can Reduce Taxes in Retirement

Learn how school administrators can reduce retirement taxes with strategies for pensions, 403(b)s, 457(b)s, Social Security, RMDs and Roth conversions.

October 3, 2026

Retirement Planning

Teacher RMD Rules: When 403(b), 457(b) & IRA Distributions Begin

Learn when teachers must begin RMDs from 403(b)s, 457(b)s and IRAs, including RMD ages, first-year deadlines, penalties and key educator rules.

October 3, 2026

Retirement Planning

How Teachers Can Avoid Running Out of Money in Retirement?

Learn how teachers can avoid running out of money in retirement by planning for longevity, market risk, inflation, pensions, and income gaps.

October 3, 2026

Retirement Planning

Teacher Retirement Income: How to Build a Paycheck for Life

Learn how teachers can combine pensions, Social Security, 403(b)s and 457(b)s to create a flexible retirement income plan that can last for life.

October 2, 2026

Retirement Planning

How Much Do Kansas Educators Need Saved for Retirement?

How much do Kansas educators need saved for retirement? Learn how KPERS, Social Security and your retirement income needs determine the savings gap.

October 2, 2026

Retirement Planning

8 Retirement Mistakes Teachers Make in Their 50s - What to Check Before You Retire

Learn 8 retirement mistakes teachers make in their 50s, from pension dates and KPERS/PSRS rules to 403(b) fees, Social Security, healthcare and 457(b) access.

September 30, 2026

Talk To An Adviser

Request A Call Back

Latest News & Insights

Are 403(b) Advisers Fiduciaries? A Teacher’s Guide to Financial Advice

Kansas Superintendent Retirement Planning: KPERS, 457(b), 457(f) & Taxes

Should Professors Annuitize a TIAA Balance? Retirement Income Planning

Are Kansas Professors in KPERS? Kansas & Missouri Retirement Plans

Tax-Efficient Retirement Income for College Professors: 403(b), 401(a), 457(b) & RMDs

Teacher Retirement Accounts Beyond a Pension: 2026 Guide

How School Administrators Can Reduce Taxes in Retirement

Teacher RMD Rules: When 403(b), 457(b) & IRA Distributions Begin

How Teachers Can Avoid Running Out of Money in Retirement?

Teacher Retirement Income: How to Build a Paycheck for Life

How Much Do Kansas Educators Need Saved for Retirement?

8 Retirement Mistakes Teachers Make in Their 50s - What to Check Before You Retire