Peter Newman, CFAJul 21, 20225 minSURSHacking the new SURS Retirement Savings Plan (RSP)SURS members will be impacted by the changes to the SURS Retirement Savings Plan. Learn the pros/cons of the SURS Secure Income Portfolio.
Peter Newman, CFAAug 27, 20212 minFinancial PlanningHow Can a Financial Representative Help Me?A financial advisor can help you understand your current financial circumstance and develop strategies to take you toward your future goals.
Peter Newman, CFAAug 20, 20214 minSURSWhat Should I Know About My Retirement Plan?University employees, a financial advisor can design a financial strategy to maximize your retirement income while protecting your wealth.
Peter Newman, CFAAug 13, 20213 minFinancial PlanningHow Will I Pay for Health Care in Retirement?Health care expenses are a major concern for today’s retirees. Those who aren’t planning ahead may find themselves in trouble down the road.