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Financial Planning
What is Dollar-Cost Averaging?
March 10, 2022 | Financial Planning
Here’s What to Do with Cash As you build your wealth, your financial plan needs constant assessment to ensure proper asset allocation and optimal growth. After you complete the financial health checkup (and bonus financial planning checklist), you will know that having a plan for all of your …
Creating the Perfect Wealth Management Team
February 10, 2022 | Financial Planning
Are you more confident when you have to be successful alone or when you have a team supporting you? When it comes to certain things – like winning a football game or financial success – working with a team produces better results than doing it yourself. Now we all can’t compete for …
The Four Stages of Retirement
January 14, 2022 | Retirement
Retirement is a big change, for lifestyle and finances. We all dream of where we’ll retire to, what vacations we’ll take, but have you really thought about what your life will be like? It is often met with a busier lifestyle, especially during your first years of retirement, than the relaxing …
Annual Outlook 2022: Shocking the Status Quo
January 13, 2022 | Investing
Ebrahim Busheri, CFA Director of Investments Ebrahim Busheri is the Director of Investments at Manning & Napier. In his more than 30 year investment management career, he has served as Director of Research and as the head of various sector groups within the firm. He has also served as …
Preparing for Pending Tax Changes
December 06, 2021 | Tax Planning
Income Taxes and the Build Back Better Act On November 19, the U.S. House of Representatives passed an updated version of the Build Back Better (BBB) Act. It will now be considered by the U.S. Senate where its fate is uncertain. If passed, the bill goes into effect on January 1, 2022 creating …
Prosper, Volume Four
December 02, 2021 | Financial Planning
It's easy to feel overwhelmed by the ever-changing world of wealth management. But no worries, that's where we come in. Prosper is an award-winning magazine designed to give you the knowledge you need to keep your financial plan on track. Feature articles include: Five Investment Themes …
Required Minimum Distributions are Back!
October 26, 2021 | Retirement
In the midst of a gloomy 2020, there were a few bright spots. One of those being the opportunity to forego your required minimum distribution (RMDs) for the year. The CARES Act enacted in March 2020 waived RMDs for most retirement accounts, including inherited IRAs, but they are back in play …
Cognitive Decline and What You Can Do
September 24, 2021 | Financial Planning
Talking to your kids about money and aging is sensitive, important, and can be difficult. These are hard conversations that also need to happen regularly, especially for parents of the ‘sandwich generation’. For this generation, many are now providing support on two sides. Nearly half of …
Keeping Tabs on Tax Changes
September 08, 2021 | Tax Planning
The tax code has been through a whirlwind these past few years. We’d forgive our readers if they have a hard time keeping it all straight. To briefly recap, the changes started at the end of 2019 with the passage of the SECURE Act, which changed a number of rules relating to IRAs and …
Avoiding Common Behavioral Mistakes
August 20, 2021 | Financial Planning
We’ve all been there. We didn’t think it through and made a poor decision with our money. Was it because of something you didn’t know in the moment, or maybe you received some poor advice? Or was it more innocent than that: Did you fall victim to a cognitive gaffe or an emotional bias? …