Financial planning

Insights and perspectives on financial planning and wealth management topics.

Financial planning content

Financial planning

Learn how a properly structured dynasty trust may help investors meet long-term legacy goals while potentially minimizing estate and generation-skipping taxes.
Financial planning

Utilize this 2022 personal finance calendar to help you break your financial planning into small, achievable tasks that may result in huge dividends to you and your loved ones over time.
Financial planning

Learn more about key considerations if you are thinking about creating a revocable living trust (RLT) to shift personal ownership of assets to the trust for later distribution to the trust’s beneficiaries.
Financial planning

Discover why a Spousal Lifetime Access Trust (SLAT) may be an option for married couples who do not wish to permanently give up access to their assets for estate planning purposes.
Financial planning

Primarily used to exclude the death benefit proceeds of life insurance from estate inclusion, this article highlights key points to consider when creating an ILIT.
Financial planning

When planning for retirement expenses, conventional tools project the first year of expenses and increase that amount each year with inflation throughout retirement. However, for some individuals, this could lead to overestimating retirement needs and saving more than is actually necessary. Our research suggests a more strategic and flexible way to think about spending in retirement.
Financial planning

There are important ages to pay attention to for retirement planning, which may open up eligibility to certain benefits, affect the maximum amount individuals can contribute to a retirement account, and determine when to make required minimum distributions. Not all milestones require action, but a general awareness of them is important.

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