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Financial Planning
Our comprehensive collection of investment insights
Spending Patterns in Retirement
April 17, 2018 | Wealth Management
As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. When it comes to planning for retirement, few people fully understand if they are financially prepared to move into the next …
Audience
Individual
Qualified Charitable Distributions and the New Tax Law
March 13, 2018 | Wealth Management
The Tax Cuts and Jobs Act made sweeping changes to our tax laws when the bill was signed this past December. On January 1, the standard deduction – an amount that all tax filers can deduct from their income each tax year – was doubled to $12,000 for single filers and $24,000 for joint filers. The …
Audience
Individual
Estate Planning Missteps of the Rich and Famous
February 26, 2018 | Wealth Management
As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. Like us, celebrities create estate plans to direct the distribution of their assets, minimize estate taxes, and accomplish …
Webinar: Tax Reform and Your Financial Planning
February 16, 2018 | Wealth Management
Tax reform has become law, and seemingly endless news coverage has been dedicated to explaining its major provisions. With the dust starting to settle, now is the time to consider what it means for your financial planning in 2018 and beyond.
Audience
Individual
What Individuals and Business Owners Need to Know about the Tax Cuts and Jobs Act
January 29, 2018 | Wealth Management
When the formal tax reform process began during the second half of 2017 - and even back in 2016 when President Trump campaigned on the importance of tax reform - key goals were to simplify the tax code, eliminate certain unpopular taxes, reduce taxes for the middle class, and significantly reduce …
Prosper
December 12, 2017 | Wealth Management
We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning …
Audience
IndividualYear-End Tax Planning Tips
December 11, 2017 | Wealth Management
The uncertainty surrounding potential tax law changes has dominated headlines in the past few weeks. While the tax landscape for 2018 is still up in the air, we know what the laws are for 2017.
Tax Reform and What Comes Next
November 20, 2017 | Wealth Management
As we near Thanksgiving and the end of November, one of President Trump’s deadlines for a possible tax reform bill is fast approaching. The House of Representatives and the Senate recently unveiled separate tax bills, with the House bill passing on the 16th of November and the Senate bill …
Webinar: Financial Planning FAQs
November 10, 2017 | Wealth Management
Whether you are a young professional, retired, or approaching retirement you likely have questions about what you can do today to be better financially prepared for your future.
Audience
Individual12 Tips for a Secure Retirement
October 19, 2017 | Wealth Management
It's National Retirement Security Week and we're sharing 12 planning tips that can help as you prepare for retirement and throughout your retirement.
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