Financial planning

Insights and perspectives on financial planning and wealth management topics.

Financial planning content

Financial planning

This quick reference guide is a great resource for 2023 planning discussions with clients, summarizing tax deductions, tax credits, and contributions to retirement plans found in various federal tax publications and websites.
Financial planning

For high-net-worth clients, having a family wealth mission statement is important to sustaining multi-generational wealth. Follow these 5 steps to help your clients have healthy family discussions around establishing their family wealth mission statement.
Financial planning

Planning for healthcare costs is a primary concern for managing expenses in retirement. Help clients better understand the options available through Medicare and how different enrollment periods apply to their situation.
Financial planning

For clients over 65, Medicare is an important part of managing healthcare costs. Follow these 4 steps to help them review and make changes to their Medicare coverage.
Financial planning

Now is an ideal time to discuss year-end tax planning strategies with clients to help potentially reduce their taxes and help them achieve their long-term financial goals. Review this checklist below and consider which strategies may apply to their financial situation.
Financial planning

If your high-net-worth client is considering the transfer of their personal residence to family members in the future, this latest Wealth Management article may help you determine if a QPRT could be an appropriate fit for their estate planning needs.
Financial planning

The so-called 4% rule for determining how much to spend each year in retirement may be too conservative, in our view, for most retirees. This article outlines why we recommend a lifetime adjustable income approach instead of static spending.
Financial planning

Help clients understand their options for gifting to charities over a period of years while potentially receiving income tax deductions. Read more to learn if a charitable lead trust is appropriate for your high-net worth clients.
Financial planning

Help investors plan for, generate, manage, and withdraw income in retirement by using this practical four-step process recommended by the Schwab Center for Financial Research.

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