The third quarter of 2024 saw the S&P 500 Index eclipse all-time highs again. That happened as the democratic presidential candidate switched. Prior to August, Donald Trump was polling as… Read More
Retirement & Lifestyle Planning Article
Insights
Year-End Tax Planning for High-Net-Worth Individuals
As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the nature of their holdings and dynamic… Read More
The Sunset of the Federal Estate Tax Exemption: Use It or Lose It
This exemption is scheduled to expire on December 31, 2025, unless Congress acts to extend it or make it permanent. If no action is taken, the exemption amount will revert… Read More
Minimizing Tax Impact, Retirement & Lifestyle Planning
A Tax Planning Guide for High-Net-Worth Retirees
Tax planning is an essential aspect of financial management, especially for individuals who have accumulated substantial wealth over their lifetime. High-net-worth (HNW) retirees, in particular, need to pay special attention… Read More
Investment, Minimizing Tax Impact
Year-End Tax Planning Considerations for Capital Gains
As the end of the year approaches, investors need to focus on tax-related considerations, particularly regarding capital gains. Year-end tax planning can help investors manage their overall tax liability while… Read More
Ensuring Your Legacy, Protecting Your Family
Blended Families and The Role of Life Insurance
In today’s society, blended families, where at least one parent has children not genetically related to the other spouse or partner, are increasingly common. This family structure has its dynamics… Read More
Turning Fortune into Financial Freedom: A Beneficiary’s Guide to Handling an Inheritance
Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief. An inheritance can take various forms, such as cash, properties, stocks, bonds, property, or other… Read More
Business Owners, Retirement Plans
Periodically Evaluating Retirement Plan Providers
Retirement Plan Committees must perform a structured evaluation process Employer retirement plan committees hold a significant responsibility in managing and overseeing retirement plans. One of the critical aspects of… Read More
Protecting Your Assets, Protecting Your Family
The Risks of Being Rich: Insurance Coverage Considerations for High-Net-Worth Families
Financial affluence often comes with various benefits and challenges, including the requirement for suitable insurance coverage. High-net-worth (HNW) families typically have a more complex risk profile than the average household,… Read More