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Insurance and Risk Management Insights

Darrick Priester

Partner & Director of Risk Management

Insurance and Risk Management

The Tax Drag Hiding in Your Long-Term Financial Plan

July 9, 2026 - You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many…

Darrick Priester, Partner & Director of Risk Management
Insurance and Risk Management

The Year-End Financial Planning Checklist

November 12, 2025 - The end of the year is the perfect time to review your financial plan with your advisor. The following checklist will help you take stock…

Adam Sandler

Senior Principal

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…

Justyn Volesko

Partner & Co-Head of Family Office

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

Aram Schotts

Senior Principal

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, Senior Principal

Ayisha Tahir

Senior 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

Peter Yoon

Partner

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, Partner

Ian Bai and Sean Moore

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

Bruce A. Hyde

Partner

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

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

Paul D’Elia

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

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Dustin Ribergaard

Principal & Client Experience Director

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James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

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