By: James Philpot Last week, I discussed doing financial spring cleaning with the goal of organizing and de-cluttering. This week, we continue our financial spring cleaning by focusing on steps you can take now that may simplify your life and improve your cash flows, either immediately or in the long term. Pay off Christmas bills. If you are still making payments on … [Read more...] about Bears Business Brief: Financial spring cleaning II: Pay yourself

By: James Philpot Springtime brings hope, energy, and a chance at a new start. Our annual spring cleaning embodies and empowers these ideals, as we tidy our homes and purge our garages in anticipation of summer. Have you considered performing a spring cleaning of your finances? In this week’s column I begin a two-part discussion of how we can harness our spring energy to … [Read more...] about Bears Business Brief: Financial spring cleaning – Get organized

James Philpot, associate professor, has been recognized by the Federation of Business Disciplines (FBD) as Outstanding Educator of the Year for 2017. The FBD sponsors nine annual Outstanding Educator awards, one for each regional professional association. Philpot will receive his award from the Southwestern Finance Association (SWFA) at the annual meeting to be held in … [Read more...] about Finance Professor Awarded Educator of the Year by SWFA

So you have done the right things in accumulating funding for a comfortable retirement. You have an employer 401(k) plan, funded your IRA annually, and maybe you are in an employer pension plan. You might be forecasting how you will distribute your savings over a retirement period of 20 years. Is this adequate? This week, I discuss why and how to plan for a longer retirement … [Read more...] about Bears Business Brief: Planning for the 30-year retirement