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Financial Planning
It’s Not Too Late to Compound Your Savings for Retirement
August 07, 2018 | Wealth Management
For anyone who reads, watches TV, or browses social media, it should come as no surprise that Americans, on average, are underprepared for retirement. In fact, struggling to find a way to save enough to fund a comfortable retirement is an issue that spans generations. While retirement health …
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IndividualWebinar: Financial Planning FAQs
August 02, 2018 | 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. We revisited our most frequently asked questions our experts receive on financial planning topics …
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Individual
Recent Social Security Headlines are Old News
June 27, 2018 | Wealth Management
An annual report about Social Security and Medicare made headlines in early June by highlighting what many people already know – Social Security and Medicare reform is going to be necessary at some point soon. The big news in this year’s report from the Social Security Board of Trustees is that …
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IndividualWebinar: How to Financially Prepare for Retirement
June 01, 2018 | Wealth Management
When it comes to retirement, one of the biggest questions we all have is “am I financially prepared?”. It’s a big question, but the good news is that with the right preparation, you can enjoy your retirement the way you’ve always dreamed you would. By developing a personal, …
The Power of HSAs
May 24, 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. Does your employer offer a high-deductible health plan (HDHP)? If so, you have access to a powerful savings vehicle, the …
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Individual
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 …
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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 …
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IndividualEstate 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.
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IndividualWhat 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 …