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Financial Insights for University Faculty & Staff

If you’ve found my blog, chances are that you either work at the University of Michigan, have worked there in the past, or know someone that works there currently. Over the past several years of my career, I’ve realized that the University community is under-served as it relates to their personal finances. They are often overlooked when it comes to public information and guidance relating to their work benefits. Although my day job keeps me busy working directly with individuals and families to assist in leveraging the resources of the University to help pursue their personal goals, I also believe it’s important to share some of this information with the general public. Please feel free to reach out to me with questions you want to see answered in future blog posts!

We are not affiliated, associated, authorized, endorsed by, or in any way officially connected with the University of Michigan, or any of its subsidiaries or its affiliates.

 

Tuesday, January 24, 2023

“When can I be done?” We have all faced unique challenges over the past three years, and for many people, that is making retirement sound a little more enticing.

 

Monday, October 17, 2022

If you are actively employed at the University of Michigan, there is a high probability you have an opportunity to use a Flexible Spending Account (FSA). While many people have heard colleagues mention these plans, they have never...

 

Tuesday, July 26, 2022

Congratulations on starting your new job at the University of Michigan! Check out this blog post to learn more about your initial enrollment selections.

 

Sunday, January 9, 2022

The Blessing and Curse of “Great Benefits”One of the most significant advantages of working at the University of Michigan is the exceptional benefits and retirement package. One of the most significant DISadvantages...

 

Tuesday, June 15, 2021

Don’t put all your eggs in one basket. We have all heard this age-old adage our whole lives. In some instances, this makes a lot of sense. For example, if you are helping your son or daughter apply to colleges. It makes practical...

 

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Monday, February 22, 2021

Someone once said, “When values are clear, decisions are easy.” When people come to see us, and we begin to discuss their goals and objectives, they often ask, “What do most people say?” This question is one of...

 

Friday, November 13, 2020

Have you ever asked yourself “How can I tell if I am doing well or poorly when it comes to investments within my retirement plan?” If you are like most employees at the University of Michigan (or any other employer for that...

 

Friday, August 28, 2020

2020 will certainly be a year for the history books! If someone had told me a year ago that I would be working from home full time with two young kids at home during a global pandemic, I would never have believed them. I am not certain...

 

Thursday, June 11, 2020

On May 5th, 2020, Michigan Medicine announced a series of decisions that were made in order to curtail the financial impact of COVID 19 on the health system. One of the primary changes made was a one-year suspension of the 2 for 1...

 

Monday, February 10, 2020

As I prepare to have my second child, this feels like the most appropriate time to provide some insight to those that are going through the same experiences. There are many fears that come along with becoming a parent. How will I...

 

Tuesday, October 22, 2019

Many of us were raised to think that retirement was the ultimate goal at the end of our careers. Put your head down, get to work, put in your time, and eventually you can retire. Is that really what you want to be working towards?...

 

Wednesday, July 31, 2019

Many of you may already know that you have a Legal Plan available to you through the University of Michigan. I find that most people don’t have a clear understanding of what types of benefits are available through the plan, or...

 

Tuesday, June 4, 2019

If you are reading this blog because you have considered leaving the University of Michigan at one point or another, you are not alone! Working with University faculty and staff every day, I am often presented with the question of...

 

Tuesday, March 5, 2019

Ok, maybe shouldn’t is too strong of a word. The intention of this post is to share with you why there is most likely no reason for you to jump through hoops of making a backdoor Roth contribution when a far easier (and more...

 

Tuesday, January 1, 2019

2019! A new year! A new you! At least that’s what I manage to convince myself of in January every year. I always seem to start off with that invincible feeling. I can do this! This year will be different! Whether it is 2 weeks...