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Financial Planning » Webinar: Family Finances: Conversations Your Family Should Have
October 26, 2018 | Financial Planning
Talking to your family about money is arguably one of the more difficult conversations to have, but the reality is, it’s a key part of financial planning. The “sandwich generation” often finds themselves in the middle of these conversations – having to talk to their own …
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Individuals
Financial Planning » Spending Patterns in Retirement
April 17, 2018 | Planning for Retirement
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. When it comes to planning for retirement, few people fully understand if they are financially prepared to move into the next …
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IndividualsLibrary » 2018 Tax & Planning Guides
January 31, 2018 | Tax Planning
Every new year seems to bring changes to tax laws, Social Security benefits, healthcare, and more. In many cases, this information can be difficult to locate or understand. With this in mind, we created a set of reference guides to break down exactly what you need to know about the new tax law, …
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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 » Tax Reform and What Comes Next
November 20, 2017 | Tax Planning
As we near Thanksgiving and the end of November, one of President Trump’s deadlines for a possible tax reform bill is fast approaching. The House of Representatives and the Senate recently unveiled separate tax bills, with the House bill passing on the 16th of November and the Senate bill …
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All AudiencesFinancial Planning » 12 Tips for a Secure Retirement
October 19, 2017 | Planning for Retirement
It's National Retirement Security Week and we're sharing 12 planning tips that can help as you prepare for retirement and throughout your retirement.
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All AudiencesFinancial 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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IndividualsFinancial Planning » Webinar: Exclusively for Medical Professionals
May 19, 2017 | Estate Planning
Estate planning is a vital part of the financial planning process at all stages of life, and the need for various estate planning tools will change throughout your lifetime. We discuss estate planning techniques that can help protect your assets, your practice, and your family. …
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Individuals