Financial planning
Insights and perspectives on financial planning and wealth management topics.
Financial planning content
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
Paying off a mortgage before retirement may be an important goal for many investors, potentially giving them greater flexibility and peace of mind in retirement. Here are three strategies to help clients understand their options for paying off a mortgage.
Financial planning
Learn how a down market could be an ideal opportunity for some investors to consider a Roth conversion to potentially lower taxes over the long run.
Financial planning
Learn how high-net worth individuals can support their favorite charities and generate an income stream for themselves or another beneficiary through the use of charitable remainder trusts.
Financial planning
Learn more about Social Security and factors everyone should consider as they decide when to start taking benefits.