Economic and Market Outlooks Weekly Investment Perspectives Small business sentiment improved significantly in November, as the resolution of election-related uncertainty lifted expectations for future sales, business conditions, and hiring.
Estate Planning Estate Planning Documents Everyone Should Have The basic message is that most people think estate planning is important but are often confused about how to get it done. So, what are the basic estate planning documents every adult should have?
Individuals and Families How to Become a Snowbird in Retirement – 7 Tips to Help You Prepare Transitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare.
Individuals and Families Harnessing the Power of Health Savings Accounts HSAs offer more than a way to manage healthcare costs; they are a vital wealth-building tool that utilizes tax advantages and growth opportunities to bolster financial security.
Individuals and Families Three Things to Consider When Moving to a Non-Income Tax State Changing residency is not as simple as one would think. Extreme care must be taken and you must have a game plan ready to execute. Be sure to connect with your Cerity Partners financial advisor in the beginning phases of your planning. With their expertise and guidance, you will be better prepared to avoid to avoid the pitfalls that snag the unwary.
Estate Planning Perpetual Education Trusts A Perpetual Education Trust is a way to influence the lives of distant descendants by providing them with a quality education.
Corporations Is Your Business Sellable? Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve been running their company isn’t attractive to prospective buyers or that they will only buy the business at a meaningful discount.
Individuals and Families Splitting Retirement Accounts in Divorce When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement. Accounts that fall into this retirement category […]
Cross-Border Planning Retire in Italy? A New 7% Flat Tax May Incentivize U.S. Citizens Looking to Retire Abroad The idea of living abroad has gained in popularity for many U.S. citizens as they plan for how to spend their retirement years. Italy, an already popular retirement destination for many Americans, introduced a tax incentive in 2019 that may help further attract foreign retirees. Italy is home to some of the most historic architecture, […]
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
