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Financial Planning » Turning 65 and Still Working? What You Should Know About Medicare Enrollment
September 27, 2019 | Financial Planning
Although Medicare Open Enrollment is right around the corner, starting October 15, 2019 and running through December 7, 2019, if you aren’t yet 65 (or even if you’re close to it) this is not the period in which you need to sign up. In fact, the process for initial enrollment in Medicare is …
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IndividualsFinancial Planning » Webinar: College 101 - Focus on Finances
August 28, 2019 | Financial Planning
Navigating the college application process can be a challenge – especially when it comes to finances. How do you know if you’re eligible for student aid? What’s the difference between scholarships and grants? How do you save and pay for college? What are the …
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IndividualsFinancial Planning » Financing a College Education
August 02, 2019 | Financial Planning
The cost of an undergraduate education has skyrocketed over the past several decades. Specifically, over the last decade the increase in the cost of college has exceeded the increase in the cost of most goods by an average of 3.2% per year. The cost of college can vary based on whether a student …
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Individuals
Financial Planning » 3 Ways to Determine How Much Life Insurance You Need
June 28, 2019 | Financial Planning
Life insurance is a financial tool that can help individuals accomplish a variety of financial goals. Most commonly, life insurance provides for dependent family members in case of premature death. Life insurance can also be used to fund certain goals, such as a child or grandchild’s future …
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Individuals
Financial Planning » How Investors Should Handle Market Selloffs
May 29, 2019 | Financial Planning
When times are good, investors tend to think the good times will go on forever; and when times are bad, it can feel like the pain will never end. Heading into the end of last year, investors were enjoying one of the longest bull markets on record. US stocks reached levels up over 400% from their 2 …
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IndividualsFinancial 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.
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IndividualsFinancial 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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