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Financial Planning » Webinar: How Near-Sighted Investment Decisions Can Impact Your Future
May 23, 2019 | Financial Planning
Planning for retirement can be a daunting task, especially for investors who have taken a more hands-on approach to managing their investments. In this webinar, we discuss the importance of understanding the impact investment decisions made today can have on your future. Our …
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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
Financial Planning » Today’s Household CFO
April 22, 2019 | Financial Planning
When it comes to investing and managing household finances, women’s roles have evolved. Just as the number of women in the workforce has drastically increased over the past several decades, so too has the number of women who have taken on the responsibility of their family’s finances. In fact, …
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Individuals
Financial Planning » 3 Ways to Effectively Use Grandparent-Owned 529 Plans
March 20, 2019 | Financial Planning
Spring can be a busy time of year, especially for families with high-school seniors ready to take the next step to college. In addition to thinking about college acceptance letters, parents (and grandparents) should be thinking about how a 529 account can help pay for college when your child or …
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IndividualsFinancial Planning » 2019 Tax & Planning Guides
February 06, 2019 | 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. Our popular reference guides break down exactly what you need to know about taxes, Social Security, …
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Individuals
Financial Planning » Year-End Tax Planning Considerations
November 29, 2018 | Tax Planning
With the holidays upon us, now is the time to start thinking about year-end tax planning strategies. While tax reform may result in a lower overall tax bill for many, there are simple steps that could further reduce tax burdens. Below, we highlight some important strategies that are worth looking …
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IndividualsFinancial 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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IndividualsFinancial Planning » Qualified Charitable Distributions and the New Tax Law
March 13, 2018 | Tax Planning
The Tax Cuts and Jobs Act made sweeping changes to our tax laws when the bill was signed this past December. On January 1, the standard deduction – an amount that all tax filers can deduct from their income each tax year – was doubled to $12,000 for single filers and $24,000 for joint filers. The …
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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, 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 …
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Individuals