Challenges
- Converting academic retirement benefits into sustainable income streams.
- Deciding on senior mission opportunities or other late-career adventures.
- Planning for legacy-focused goals like donations, scholarships, or family support.
Case Study
Think about a couple of professors nearing retirement. Both are excited to step away from academia but are uncertain about the best way to turn their 403(b)s, pensions, and other accounts into reliable income. They’ve discussed funding a scholarship in their disciplines and possibly serving a senior mission, but they’re unsure how to budget for these dreams while maintaining their standard of living. At Campus Financial Partners, we’d help this couple map out their post-retirement financial life. From crafting tax-efficient withdrawal strategies to ensuring their legacy goals are achievable, we’d create a clear, actionable plan that gives them the freedom to enjoy this new stage of life with confidence.