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Financial Planning
Webinar: Family Finances: Conversations Your Family Should Have
October 26, 2018 | Financial Planning
Talking to your family about money is arguably one of the more difficult conversations to have, but the reality is, it’s a key part of financial planning. The “sandwich generation” often finds themselves in the middle of these conversations – having to talk to their own …
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Individuals
Why Aretha Franklin’s Lack of An Estate Plan is a P-R-O-B-L-E-M
October 04, 2018 | Estate Planning
Following in the footsteps of other famous musicians including Prince, Michael Jackson, Jimi Hendrix, Kurt Cobain, and Bob Marley, Aretha Franklin passed away without an estate plan. As a result, rather than personally making decisions about the distribution of her estimated $80 million estate, …
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IndividualsIt’s Not Too Late to Compound Your Savings for Retirement
August 07, 2018 | Planning for Retirement
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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IndividualsWebinar: Financial Planning FAQs
August 02, 2018 | Financial Planning
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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Individuals
Recent Social Security Headlines are Old News
June 27, 2018 | Planning for Retirement
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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IndividualsWebinar: How to Financially Prepare for Retirement
June 01, 2018 | Planning for Retirement
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, …
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The Power of HSAs
May 24, 2018 | Financial Planning
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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Individuals
Spending Patterns in Retirement
April 17, 2018 | Planning for Retirement
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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IndividualsSenior Wealth Management Consultant
Qualified Charitable Distributions and the New Tax Law
March 13, 2018 | Tax Planning
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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IndividualsFinancial Planning Coordinator/Senior Consultant
Estate Planning Missteps of the Rich and Famous
February 26, 2018 | Estate Planning
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 …
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