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Financial Planning » Webinar: Financial Planning FAQs
August 02, 2018 | Wealth Management
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. We revisited our most frequently asked questions our experts receive on financial planning topics …
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Individual
Financial Planning » Recent Social Security Headlines are Old News
June 27, 2018 | Wealth Management
An annual report about Social Security and Medicare made headlines in early June by highlighting what many people already know – Social Security and Medicare reform is going to be necessary at some point soon. The big news in this year’s report from the Social Security Board of Trustees is that …
Audience
IndividualFinancial Planning » Webinar: How to Financially Prepare for Retirement
June 01, 2018 | Wealth Management
When it comes to retirement, one of the biggest questions we all have is “am I financially prepared?”. It’s a big question, but the good news is that with the right preparation, you can enjoy your retirement the way you’ve always dreamed you would. By developing a personal, …
Financial Planning » The Power of HSAs
May 24, 2018 | Wealth Management
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. Does your employer offer a high-deductible health plan (HDHP)? If so, you have access to a powerful savings vehicle, the …
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Individual
Financial Planning » Spending Patterns in Retirement
April 17, 2018 | Wealth Management
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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IndividualLibrary » 2018 Tax & Planning Guides
January 31, 2018 | Wealth Management
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, …
Financial Planning » Prosper
December 12, 2017 | Wealth Management
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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IndividualFinancial Planning » Year-End Tax Planning Tips
December 11, 2017 | Wealth Management
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.
Financial Planning » Tax Reform and What Comes Next
November 20, 2017 | Wealth Management
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 …
Financial Planning » 12 Tips for a Secure Retirement
October 19, 2017 | Wealth Management
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.