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Financial Planning » Presidential 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.
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Financial Planning » 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” ( …
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IndividualsFinancial Planning » The Basics of Estate Planning, Part 2
May 19, 2016 | Estate Planning
Veronica Van Nest, Senior Wealth Management Consultant, discusses the advantages of creating a revocable trust and explains the purpose of a living will, health care proxy, and a power of attorney.
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Individuals
Financial Planning » Friday Deadline to Claim Under Social Security’s File & Suspend Strategy
April 25, 2016 | Planning for Retirement
For those eligible, the deadline to claim Social Security’s File and Suspend strategy is Friday, April 29th, 2016. Offering the ability to receive some Social Security benefits early while continuing to accrue larger benefits, the File and Suspend strategy is attractive to retirees because it …
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Individuals
Financial Planning » Social Security Developments: What You Need to Know
December 01, 2015 | Planning for Retirement
The Bipartisan Budget Act of 2015, signed into law by President Obama on November 2nd, included a provision that eliminates popular Social Security planning strategies. Below is a brief, general summary of the changes, aimed at closing unintended “loopholes:” The budget act has eliminated the " …
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IndividualsFinancial Planning » The Basics of Estate Planning, Part 1
September 15, 2015 | Estate Planning
Veronica Van Nest, Senior Wealth Management Consultant, defines estate planning and explains what you need to do in order to create an estate plan.
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Individuals