Search
Filter by type
Financial Planning
Understanding Revocable Trusts
February 23, 2017 | Estate Planning
Wills and Revocable Trusts are estate planning tools which can be used to pass assets on at death. However, the structure of wills and trusts are quite different. In order to understand how both a will and trust work, you must first understand the probate process. In very broad terms, a Will …
Audience
IndividualsWebinar: The Importance of Estate Planning Early (& Often)
February 21, 2017 | Estate Planning
Estate planning is a vital part of the financial planning process at all stages of life, and the effectiveness of various estate planning tools will change throughout an individual’s lifetime. In this recorded webinar, we discuss the importance of estate planning and share …
Audience
Individuals
12 Tips for Year-End Tax Planning
December 05, 2016 | Tax Planning
If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax …
Audience
Individuals
Tax Planning for the Trump Era
November 21, 2016 | Tax Planning
President-elect Donald Trump's victory, along with Republicans maintaining majorities in Congress, has taken many by surprise. While some segments of the broad U.S. stock market reacted favorably to the election results (e.g., Financials and Industrials), other segments did not (e.g., Utilities …
Audience
IndividualsComparing IRAs: Trusteed and Traditional
November 10, 2016 | Planning for Retirement
Individual Retirement Accounts (IRAs) are a great way to save for retirement and accumulate wealth. However, when it comes to preserving your legacy and passing on your wealth to future generations the way you wish, there are options to consider. Both a Traditional IRA and a Trusteed IRA are …
Audience
All AudiencesWebinar: Remarkable Times
November 08, 2016 | Investment Themes
Slowing growth in China, the UK’s planned exit from the European Union, and the presidential election in the U.S. – all realities shaping our markets, economies, and politics in 2016 and likely well beyond. How do investors plan for the future during these remarkable times? In this webinar, a panel …
Solutions for Remarkable Times
November 08, 2016 | Active Management
How do you plan for today’s remarkable times? We discuss how we are finding investment opportunities despite the current slow growth environment, and strategies we use with individuals to help them meet their goals.
Audience
All AudiencesPresidential Politics and Your Planning
October 19, 2016 | Tax Planning
Manning & Napier's Family Wealth Management group discusses the upcoming presidential election, how it will affect your taxes, and how should you plan for different outcomes.
Audience
All Audiences
Let your Legacy Live On With a Trusteed IRA
September 19, 2016 | Planning for Retirement
Many individuals have the enviable burden of owning a significantly large Individual Retirement Account (IRA). They want to have those assets available for the well-being and financial security of their loved ones even after they have passed away. It sounds simple, but anyone living with an …
Audience
Individuals
Three Essential Components of a Family Wealth Succession Plan
June 23, 2016 | Estate Planning
Sustaining family wealth across multiple generations is difficult. So difficult, in fact, that there are numerous proverbs from cultures around the world that describe the problem: “Shirtsleeves to shirtsleeves in three generations” (U.S.), “from barn stall to barn stall in three generations” ( …
Audience
Individuals