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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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All AudiencesPresident of Exeter Trust Company
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 …
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IndividualsSenior Wealth Management Consultant
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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IndividualsMay 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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IndividualsMay 13, 2016 | Tax Planning
Dana Vosburgh, the Director of Family Wealth Management, discusses various types of taxes investors should be aware of and which investments may be subject to these taxes.
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IndividualsFinancial Planning Coordinator/Senior Consultant
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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IndividualsDirector of Family Wealth Management
March 22, 2016 | Planning for Retirement
For most retirees, investing can be described as a balancing act; dampen market volatility to fund ongoing expenses, but also generate enough growth to fund those expenses for a long period of time and experience volatility along the way. While putting a large portion of a portfolio in savings …
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IndividualsJanuary 14, 2016 | Tax Planning
Every year the IRS announces numerous changes to contribution limits and tax rates that are important to know for investing and tax planning purposes. In many cases, the information can be difficult to locate or confusing to break down. With this in mind, we have created a reference guide …
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IndividualsFinancial Planning Coordinator/Senior Consultant
December 14, 2015 | Tax Planning
New York State (NYS) income taxes are among the highest in the country. Furthermore, while NYS estate tax policy has become “friendlier” over the last couple of years, several states have done away with estate taxes completely. As a result, many NYS residents, especially those “snow birds” who …
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IndividualsDirector of Family Wealth Management
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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