Library

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Financial Planning » Estate Planning Missteps of the Rich and Famous

February 26, 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. Like us, celebrities create estate plans to direct the distribution of their assets, minimize estate taxes, and accomplish …

Markets & Economy » REITs Bounce Back on the Cusp of Interest Rate Changes

February 18, 2015 | Market Commentary

Real estate investments bounced back last year from a lackluster 2013 to have their best performance in nearly a decade. Real Estate Investment Trusts (REITs)—companies that own and normally manage income-producing real estate or real estate-related assets—gained 30.4% in 2014 compared to the S&P …

Endowments & Foundations » Charitable Giving in a Low Interest Rate Environment

March 12, 2014 | Wealth Management

Introduction There are numerous types of charitable giving vehicles available to those who have a desire to make substantial gifts to charity. If used effectively, charitable giving can be an important component of a strategic financial plan that benefits both the donor and the charity. To do so, …

Library » Should I Set Up a Revocable Trust Structure as the Primary Distribution Method of My Estate?

January 09, 2014 | Wealth Management

When having an estate plan prepared, individuals generally either have a Will prepared, which directs the distribution of their estate after their death, or they have a Revocable Trust prepared, which is combined with a simple Pour-Over Will that directs everything in the estate into the Trust, …


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