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Financial Planning » 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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Individuals
Financial Planning » 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
Financial Planning » 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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All AudiencesFinancial Planning » Webinar: Tax Reform and Your Financial Planning
February 16, 2018 | Tax Planning
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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IndividualsDirector of Family Wealth Management
Financial Planning » What Individuals and Business Owners Need to Know about the Tax Cuts and Jobs Act
January 29, 2018 | Tax Planning
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 …
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All AudiencesFinancial Planning » Prosper
December 12, 2017 | Financial Planning
We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning …
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IndividualsFinancial Planning » Year-End Tax Planning Tips
December 11, 2017 | Tax Planning
The uncertainty surrounding potential tax law changes has dominated headlines in the past few weeks. While the tax landscape for 2018 is still up in the air, we know what the laws are for 2017.
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All AudiencesFinancial Planning » Webinar: Financial Planning FAQs
November 10, 2017 | 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.
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IndividualsFinancial Planning Coordinator/Senior Consultant
Financial Planning » Four Things You Can Do with Excess 529 Plan Funds
August 18, 2017 | Financial Planning
529 college savings plans are widely touted as the most effective way to save for college education expenses. Contributions to a 529 plan may be state income tax deductible, grow federal and state tax-free, and can be withdrawn federal and state tax-free if used for qualifying higher education …
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IndividualsWealth Management Consultant
Financial Planning » Four Common Types of Debt and What They Mean for You
July 11, 2017 | Financial Planning
American household debt – including mortgages, auto and student loans, and credit cards – has reached a new high at $12.7 trillion, surpassing the previous peak credit bubble levels of 2008, according to the Federal Reserve Bank of New York. In today’s low interest rate environment, debt can be …
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Individuals