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Financial Planning » Webinar: Top Planning Considerations for 2021
February 18, 2021 | Financial Planning
Every new year brings changes to tax laws, Social Security benefits, healthcare, and more. A newly elected President and proposed tax law changes coupled with the ongoing impact of Covid-19 have left many with questions. Please join us for our upcoming webinar where our …
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All AudiencesFinancial Planning » College Planning 101 Questions & Answers with Jodi Atkin
September 18, 2020 | Financial Planning
Jodi Rosenshein Atkin is an independent college admissions counselor in private practice, working with students throughout the United States. She provides personalized guidance to students and families throughout the college choice process, helping them find a "best fit" academically, …
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Individuals
Financial Planning » 3 Important Considerations When Drafting Your Will
August 11, 2020 | Financial Planning
We often think of August as the “dog days of summer,” but did you know it’s National Make A Will Month? While I didn’t, I can understand why a month has been dedicated to raise awareness about making a will. A will is the most important document in an estate plan because it’s the primary …
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Individuals
Financial Planning » Regulation Best Interest and Form CRS
July 27, 2020 | Fiduciary
Form CRS (Client Relationship Summary) and Regulation Best Interest (Reg BI), new regulations adopted by the Securities and Exchange Commission (SEC) a little over a year ago, became effective June 30, 2020. SEC-registered Broker dealers and investment advisors must deliver Form CRS to retail …
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IndividualsFinancial Planning » Evolution of Financial Planning
April 30, 2020 | Financial Planning
This week marks Manning & Napier's 50th anniversary. Fifty years ago, our business was founded with unique investment strategies and a determination to always put clients first. Our guiding principles have remained the same over the last half-century, and we have continued to adapt to meet the …
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All Audiences
Financial Planning » Four Signs it’s Time to Update Your Estate Plan
February 18, 2020 | Estate Planning
Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can be expensive, and may evoke fears of death. However, having an effective, up-to-date estate plan is vital to achieving your multi- …
Audience
IndividualsFinancial Planning » Webinar: Important Tax, Savings, & Benefit Updates For 2020
February 06, 2020 | Financial Planning
Every new year brings changes to tax laws, Social Security benefits, healthcare, and more. Some of this important information can be difficult to locate or understand which can make creating a comprehensive plan challenging. Additionally, the passage of the SECURE Act at the …
Audience
All AudiencesFinancial Planning » 5 Tips for Saving Money and Paying Off Debt in 2020
January 27, 2020 | Financial Planning
We are almost at the end of January, a time when our New Year’s resolutions may begin to falter. If one of your resolutions is to start saving more money, or to pay down debt (or even both!), the tips below may help you get back on track and regain the momentum to accomplish your resolutions. …
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All AudiencesFinancial Planning » Prosper, Volume Two
May 15, 2019 | Financial Planning
Our Family Wealth Management team is committed to helping people navigate the complexities and uncertainties that exist when preparing financially for their futures. In Prosper, we address a diverse range of planning challenges to ensure your legacy lives on, including useful information on …
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Individuals
Spotlights » Getting Started With Estate Planning
March 26, 2019 | Estate Planning
Estate planning can be overwhelming. It involves complex topics and decisions that cause many people to put it off altogether. We will walk you through the basics of estate planning and provide resources that can help you develop your financial plan, including our popular guide to estate planning.
Audience
Individuals