Insurance and Risk Management Private Placement Life Insurance June 26, 2025 - The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance.… Adam Sandler, Senior Principal
Insurance and Risk Management Webinar Recording: Navigating Property Insurance May 21, 2025 - Climate change, natural disasters, and industry-wide challenges have sent homeowners insurance rates soaring and caused some insurance companies to cancel policies. In this on-demand presentation,…
Insurance and Risk Management 10 Ways to Protect the Wealth You Have Built May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to… Paul Chmielewski, Partner
Insurance and Risk Management Financial Preparedness for Emergencies: A Guide for High-Net-Worth Families February 6, 2025 - Cerity Partners takes a proactive approach to financial emergency preparedness, working with our clients to develop the right strategies and resources to safeguard their loved… Justyn Volesko, Partner & Co-Head of Family Office
Insurance and Risk Management Planning for Long-Term Care Needs May 10, 2024 - Understand the critical aspects of long-term care planning, from assessing costs and insurance options to managing care through various types of policies, ensuring quality of… Aram Schotts, Principal
Insurance and Risk Management Harnessing the Power of Health Savings Accounts November 29, 2023 - 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… Ayisha Tahir, Senior Principal
Insurance and Risk Management The Case for International Travel Insurance September 19, 2023 - World travel offers a myriad of experiences and memories, but it's not without risks. Travel insurance is a vital safety net, covering everything from lost… Peter Yoon, Senior Principal
Insurance and Risk Management Understanding Your Medicare Options February 14, 2023 - Soon-to-be retirees about to turn 65 have an important choice to make regarding their health insurance. Specifically, do you go with traditional, public-sector Medicare, or… Ian Bai and Sean Moore
Insurance and Risk Management Developing a Pension Maximization Strategy December 6, 2022 - This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options for… Bruce A. Hyde, Partner
Insurance and Risk Management Single Life vs. Joint and Survivor Pension Payout Options December 2, 2022 - This paper is the first part of a two-part series. In the first part, we discuss the considerations involved in evaluating different pension options for… Bruce A. Hyde, Partner
Insurance and Risk Management Using HSAs as Tax-Advantaged Investment Accounts October 3, 2022 - Most people view HSAs as a tool for qualified medical expenditures. But sophisticated investors are increasingly using HSAs to maximize tax-advantages investment, retirement, and estate… Paul D’Elia, Partner
Incentive Stock Options Incentive Stock Options and the Alternative Minimum Tax Catch-22 July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…
Economic and Market Outlooks Video: July 2025 Economic & Market Outlook July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…
Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…
