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You’ve saved and you’re seeking solutions and support for your future. You also have important questions.
You could be leaving thousands of dollars on the table if you stop at your plan’s basic investment options. Most university faculty and staff understand...
As July has come to a close and you receive another summer paycheck, you’re in a unique position that many University of Maine employees don’t...
Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) brings sweeping tax changes with some significant implications for taxpayers (particularly...
Unfortunately, the question “Is this a scam or not?” is one we increasingly have to ask ourselves these days. The pervasiveness of fake emails, letters...
As we head into summer, many University of Maine faculty members are thinking about their financial futures—perhaps reviewing retirement accounts during the quieter months or...
Mid-career is a critical time for financial planning, especially for higher education faculty and professionals. At this stage, you likely have established career stability and...
Once you file your tax return each year, it’s a good idea to start planning for next year’s return. Here are a few things you...
Retirement marks a new and exciting chapter in life, but for University of Maine faculty and professionals, it also brings critical decisions—especially about healthcare. This...
On December 23, 2022, Congress officially passed the SECURE Act 2.0, with the bill signed into law by President Biden eight days later on December 29th. The...
In the ever more complicated world we live in, it can feel like both our mailbox and email inbox are consistently overflowing with new statements...
The term “estate planning” might call to mind something reserved for the very wealthy who are looking to avoid estate taxes. But estate planning is...
ESG (Environmental, Social, Governance) investing involves a set of characteristics used to evaluate potential investments, and their impact on society at-large. These factors generally include...