June 17 webinar: Common estate planning gaps high-net-worth families should review. Register now

June 17 webinar

Common estate planning gaps high-net-worth families should review.

Financial Planning

How Social Security Fits Into Your Retirement Plan

Social Security is a critically important part of your overall financial and retirement plan that will be around for generations to come. The decision to claim or delay benefits should be carefully considered.

The Tax Benefits of NUA Rules

Lessons in Longevity

Like many people, I’m coming out of the pandemic much more aware about how fragile life is and how important it is to stay on top of one’s health. Similar to investments, we don’t always know what’s on the horizon, but what we can do is focus on the things we can control.

Retirement Saving for the Self-Employed

Time for a Change? Medicare Open Enrollment

Many people who are on Medicare may think that once they sign up and choose their options they’re set for life. But, just like you, your Medicare coverage needs a checkup every so often. And if you find you want to make changes to your coverage, Medicare’s annual open enrollment period is when to do...

Adjusting Your Portfolio Allocation Ahead of Retirement

In addition to preparing yourself mentally for retirement, you should also make tactical changes to your portfolio and overall financial plan as you approach your targeted retirement date.

Are You Really Ready to Retire?

Throughout the pandemic, we saw a surge of Americans entering retirement—or at least seriously thinking about it. Perhaps you’re one of them. After the past extraordinary few years, you may be wondering whether life is too short to spend much more of yours working 9 to 5.

Can You Afford That House?

An incredibly strong housing market over the last few years coupled with rising interest rates has put affordability out of reach for many home buyers.

Risk Management Strategies for Ophthalmologists

Whether you are just starting out in ophthalmology or own your own practice, it is never too early (or late) to consider your risk management plan.

Being Prepared: Information Your Loved Ones Need to Know

It’s hard to find the right time to discuss information your loved ones will need once you are gone. Initiating that discussion well ahead of time is a gift. Does your spouse know how to access all the bank and investment accounts? Do your children know how you would like to be remembered? Are the...

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Financial Planning

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Common Estate Planning Gaps High-Net-Worth Families Should Review

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