For Educators
A Values-Driven Examination of an Independent School Educator’s Goals Goes Beyond a Balance Sheet
Like many of the families they serve, private school educators naturally connect their money with their values. They understand that a deeply felt sense of purpose is essential not only for their work...
The Conversations Even Independent School Educator Families Need to Have About Their Money
Talking openly about money between spouses, between generations, and across branches of a family is one of the most powerful ways to clarify your values and ensure your legacy reflects what matters most...
Should Educators Save for Retirement Pre-Tax or Roth? It Depends!
Many of us first learned about saving from our parents: open a bank account, set money aside, and someday you can buy that toy you really want...
Rabbi Trust 101 for Educational Institutions
Independent school boards and senior administrators are always looking for effective ways to reward and retain top leadership
The Pros and Cons of Funding a 457(b) Plan: An Educator’s Perspective
Many independent schools have expanded their senior administrator benefit packages to include a non-governmental 457(b) plan
🧠DIY Finances for School Educators
Why You Still Need a Financial Plan—Even If You’re Investing Solo
Ethical Will
Developing Your Legacy of Values
The Ups and Downs of Living in School Housing
Let’s be honest—living in school housing has its perks. But while the convenience is real, it’s easy to overlook the long-term financial tradeoffs—especially when it comes to homeownership and building equity.
Next-Generation Wealth Strategies for Private School Administrators & Teachers
Many educators hesitate to discuss or disclose personal wealth, fearing it might set them apart from colleagues. The reality is that private school educators who are beneficiaries of generational wealth often grapple with how to extend...
Are You a Head/Senior Administrator or Teacher Facing Burnout?
For over two decades, I have helped Heads and administrators prepare for life after school with financial confidence. This article outlines what I believe every school leader and teacher should know about a slower, staged retirement...
Navigating Your New Headship/Administrator Position with Strategic Financial Planning
For over two decades, I have helped Heads and Administrators prepare for life after school with financial confidence. This is a more in-depth article that dives deeper into what I believe every school leader should know about savings...