Alan Brilliant

12/15/2025

Check out our educational library and Do-It-Yourself. Need some hand holding...reach out to me!
LINK: https://www.provizr.com/education

12/09/2025

Your 2026 retirement glow-up starts here.
Open your TIAA or Fidelity account, check your mix, trim fees, and turn on rebalancing. We will help you answer: Am I doing the best I can with my University plan?

11/20/2025

Big news for University employees with TIAA or Fidelity accounts. The IRS just increased the 2026 contribution limits for 403(b) and 457(b) plans.

If you have both plans, you may be able to save more than ever. I broke down what the new numbers look like and how they can help you reach your retirement goals faster.

Take a look at the full breakdown here:

University employees: The IRS just raised 403(b) and 457(b) contribution limits. You could save up to $68,250 next year—but only if you have a plan. We’ll show you how to make the most of your Fidelity and TIAA accounts, no transfers needed.

10/13/2025

Another great tip from our new team member, Bigfoot! Keep them coming big guy!

If the markets shift, don’t freeze like a deer in headlights. Reassess. Realign. Repeat.
Legendary portfolios aren’t built on autopilot.

10/03/2025

Bigfoot has officially joined the Provizr team 🦶✨

“Asset allocation” and “expense ratios” might sound like cryptid code… but they are not! With a little help, you will see they are as simple as spotting Bigfoot on a hike.

At Provizr, we are all about making retirement planning less scary and a lot more approachable. Bigfoot is just here to remind you that knowledge = power, and better retirement outcomes.
👉 Check out his first tip of the day in the post below!

Bigfoot says: don’t fear the finance lingo.

“Asset allocation” and “expense ratios” aren’t cryptid code—they’re just the basics of knowing where your money’s going.

The more you know, the better your retirement game.

09/29/2025

08/06/2025

Such a great resource for University employees. Please share this with them. They will thank you for it!

We've got a full collection of killer finance guidance just waiting for you to now! Check out our new collection for a bootcamp course in all things -for ! https://www.provizr.com/education

07/08/2025

Many University staff are enrolled in the Legal Services Plan without realizing how much it actually covers.
It’s a smart and affordable way to handle estate planning, family law, and even real estate transactions.
I put together a simple breakdown here: https://www.provizr.com/post/university-legal-services-plan-overview

Learn how this often-overlooked benefit can help with estate planning, real estate, family law, and more.

06/11/2025

I often hear from university employees how confusing retirement planning can be, especially figuring out which retirement account to prioritize. 403(b)? 401(a)? or 457(b)?

Our Provizr blog clearly explains each option and shows you easy strategies to maximize your retirement savings.

Take a look—I promise it’s simpler than you think!

Understand 403(b), 401(a), 457(b), and 403(b) SRA plans to boost your retirement savings confidently!

05/28/2025

As university employees approach retirement, one key decision is often overlooked: how to best generate retirement income. Fidelity and TIAA offer great but different approaches. Our newest Provizr blog clearly compares both, making your decision easier than ever. Check it out and gain peace of mind about your retirement paycheck!

Retirement paycheck or financial flexibility—which sounds better to you?
Our latest blog explores retirement income options from Fidelity and TIAA, breaking down lifetime annuities vs. adjustable withdrawals. Learn which approach suits your retirement goals best! https://ow.ly/Qnxf50VNMCs

05/19/2025

When markets get volatile, you may get nervous and feel like you need to take action. In many cases, however, doing so may disrupt your long-term savings and retirement goals.

That is why, during periods of instability in the financial markets it’s best to pause, take a breath and consider your options before taking any action.

05/14/2025

Over the years, I’ve seen University employees surprised by how much fees eat away at their retirement savings. Fidelity and TIAA both have excellent options, but understanding their fee structures is critical. Our team at Provizr put together a clear guide to these fees, complete with practical tips. Do you know how your fees compare?

When planning your University retirement, every dollar counts—and that means fees matter more than you might think. Even small differences in fees can significantly impact your long-term retirement savings. Let’s simplify exactly what fees mean for your University Fidelity or TIAA accounts. Why ...