Cody Schaefer, CFP® 4/3/24 Cody Schaefer, CFP® 4/3/24

Mayo Pension Payment Options

Confused about Mayo Pension options? Life only, term certain, joint and survivor annuities—it's a lot! Read our blog for a simple breakdown.

Luke Kroeplin, CFP® 3/20/24 Luke Kroeplin, CFP® 3/20/24

403(b) vs. 401(k)

Planning for the future is essential, and employer-sponsored plans can make a big impact. Though both offer tax benefits, key differences set them apart.

Cody Schaefer, CFP® 3/13/24 Cody Schaefer, CFP® 3/13/24

Lump Sum or Monthly Income

Choosing your pension payout impacts your retirement. This post on Mayo Clinic Pension covers key factors in deciding between lump sum or monthly income.

Cody Schaefer, CFP® 2/7/23 Cody Schaefer, CFP® 2/7/23

2022 Mayo Pension Changes

Pension changes were big news in 2022. Here's how interest rate shifts impacted lump sum options and what choices you may have with your pension