Library

James Esposito

Qualified Plans Consultant

Financial Planning » 2020 Qualified Plan Limits

November 20, 2019 | Financial Planning

Well… it’s that time of year again. Red and gold leaves drift by the window. The pitter-patter of little goblin feet trails off into the chilling night. The gales of November seem too early. And, the IRS announces the qualified plan limits for the next year. The full text of IRS Notice 2019-59 …

Financial 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 …

Library » Foundations, Volume Two

October 03, 2018 | Investment Themes

In our second edition of Foundations we take a deep dive into retirement planning tips and tricks, the current bull run, and the effects of the steel and aluminum trade tariffs. Download your copy »

Ethan McKenney, CFP®

Client Consultant

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 …

Financial Planning » Prosper, Volume One

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 …

Financial Planning » HSAs are Poised for the Spotlight in the Trump Era

April 27, 2017 | Financial Planning

Just a few months after President Donald Trump’s inauguration, the U.S. healthcare landscape is potentially poised for big changes. Despite the early defeat of the American Health Care Act (AHCA), health care reform reportedly remains a top priority for the administration as it faces its 100-day …

Shelby George

Senior Vice President, Advisor Services

Library » 3 Influencers Driving Today’s Fiduciary Best Practices

November 21, 2016 | Fiduciary

As the Department of Labor (DOL) has redefined “investment advice,” they have undoubtedly accelerated the evolution of what it means to be a fiduciary. Regulators are but one of the three key influencers shaping best practices for new fiduciaries. Financial institutions are working aggressively …


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