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Financial Planning » Take Advantage of the Extended Tax Deadline
July 07, 2020 | Financial Planning
In response to the Coronavirus pandemic, on March 21, 2020, the Internal Revenue Service (IRS) automatically extended the federal income tax filing due date from April 15, 2020, to July 15, 2020. While talks fell short of extending the deadline past July 15th, the IRS urges taxpayers to request …
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IndividualsLibrary » Webinar: Cash Balance Plans: Maximizing Benefits for the Business Owner
May 29, 2020 | Financial Planning
Cash balance plans are the fastest-growing segment of the ERISA-qualified plans marketplace. Employer contributions tend to double when a cash balance plan is adopted alongside an existing 401(k) plan, which allows business owners to improve both their own and their employees’ …
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Financial AdvisorsFinancial Planning » Webinar: Planning Considerations for Today
May 12, 2020 | Financial Planning
Given the current environment and market volatility, uncertain times can highlight the importance of being prepared and they may also present opportunities for making important changes to your current plans. Join us to learn some financial planning strategies that you may want …
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All AudiencesFinancial Planning » Evolution of Financial Planning
April 30, 2020 | Financial Planning
This week marks Manning & Napier's 50th anniversary. Fifty years ago, our business was founded with unique investment strategies and a determination to always put clients first. Our guiding principles have remained the same over the last half-century, and we have continued to adapt to meet the …
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All AudiencesFinancial Planning » Your Financial Planning Questions, Answered
April 30, 2020 | Financial Planning
A sudden downturn in the markets usually gets individuals and families thinking about their personal finances. At a time like this, it’s important to make sure your financial plan is still in a place to succeed, no matter how long the volatility may last. Below, we’ve outlined some of the most …
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All AudiencesLibrary » Webinar: Financial Do's and Don'ts
April 29, 2020 | Financial Planning
Uncertainty causes us to question everything – “Am I prepared for the future?”, “Will I still be able to achieve my goals?”, “Should I change anything?”. Having a steady hand to help you through a shaky market can provide the clarity you need to feel confident about your …
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All AudiencesFinancial Planning » Making the Most of Financial Literacy Month During a Difficult Time
April 13, 2020 | Financial Planning
Since 2004, April has been officially recognized as Financial Literacy Month in the US. This is a great time to expand your financial knowledge and effectively apply it to your own financial well-being. During this difficult time, our greatest concern is the health of our clients, employees, …
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IndividualsFinancial Planning » Highlights of the CARES Act
March 30, 2020 | Financial Planning
Congress and President Trump have come to an agreement on a $2 trillion relief package, called the Coronavirus Aid, Relief, and Economic Security (CARES) Act, to ease the economic impact of the Coronavirus pandemic. This legislation touches all areas of the economy, and we have summarized some …
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All AudiencesFinancial Planning » Controlling Your Controllable
March 26, 2020 | Financial Planning
March has already proven to be an incredibly stressful time for investors. With the continually developing situation surrounding the coronavirus, you should expect more volatility in the weeks to come. So much of what is going on is outside of your control. To help prevent the virus from …
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IndividualsFinancial Planning » Webinar: The SECURE Act and Your Retirement
March 19, 2020 | Financial Planning
At the end of 2019, the Setting Every Community up for Retirement Enhancement (SECURE) Act was signed into law, which has a significant impact on retirement planning strategies. With its passage, certain strategies that have been in place for years should now be reevaluated to …
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