blog lander hero background image
All Insights

Retirement Insights

Darrick Priester

Partner & Director of Risk Management

Retirement

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
Retirement

Trump Accounts: What Every Parent Needs to Know

July 2, 2026 - A Trump Account is a new type of tax-advantaged savings account created under the federal tax code meant to give every American child a long-term…

John Stanovich

Senior Principal

Retirement

Navigating the J&J Pension Plan

June 4, 2026 - Planning for retirement is a journey, and understanding Johnson & Johnson’s pension plan is a critical step along the way. Your pension plan is more…

John Stanovich, Senior Principal

John Stanovich

Senior Principal

Retirement

Safeguarding Your J&J Savings Plan from Market Volatility

June 4, 2026 - The J&J 401(k) plan is a powerful tool for your retirement planning, but it also comes with its own set of unique challenges, especially concerning…

John Stanovich, Senior Principal

Colin Wheeler

Partner

Retirement

8 Must-Know Tactics for a Secure J&J Employee Retirement

June 4, 2026 - As a Johnson & Johnson employee, planning for retirement often includes a rich array of benefits and choices. The company’s comprehensive 401(k) plan is an…

Colin Wheeler, Partner

Mariella Foley

Partner

Retirement

Retirement Planning for Single Women: How to Prepare

December 11, 2025 - Women already face gender-specific financial planning challenges. These include a longer life expectancy and a pay gap that results in lower salaries and lower lifetime…

Mariella Foley, Partner

Doug Garrison

Partner

Retirement

Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO)

November 17, 2025 - You’re an ExxonMobil retiree and about to turn 65. You need to make a decision about health insurance. You can move seamlessly from the ExxonMobil…

Doug Garrison, Partner
Retirement

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…

Jenny Huelsman

Principal

Retirement

High Earners and Social Security: Your Updated Strategy for Maximizing Benefits  

January 21, 2025 - Maximizing Social Security benefits is more than just boosting monthly payments; it's a broader wealth strategy. Working with a Cerity Partners financial advisor to create…

Jenny Huelsman, Principal

Constantine Mulligan

Partner

Retirement

Integrating 401(k) Plans with Pontera 

May 17, 2024 - Discover how Cerity Partners leverages Pontera to transform the management of high-net-worth clients' 401(k) plans, integrating these crucial assets seamlessly into broader financial strategies.

Constantine Mulligan, Partner

Aram Schotts

Senior Principal

Retirement

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
Retirement

Trusts as IRA Beneficiaries

April 16, 2024 - There are a number of things to consider before naming your trust as the beneficiary of your IRA. Since the passage of the Setting Every…

Kim Curtis

Partner

Retirement

How to Become a Snowbird in Retirement – 7 Tips to Help You Prepare

April 10, 2024 - Transitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare.

Kim Curtis, Partner
Retirement

How to Use a 529 Plan For Retirement

January 4, 2024 - 529 savings plans, traditionally used for education expenses, now offer a path to retirement savings with the ability to roll over unused funds into a…

Andrejs Pilajevs

Senior Principal

Retirement

What to Know About IRAs and Roth IRAs When Living Abroad

December 22, 2023 - Navigate IRAs and Roth IRAs for US Expats living abroad with Cerity Partners. Understand tax implications, strategic contributions, and the role of tax treaties in…

Andrejs Pilajevs, Senior Principal

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Call Us: (212) 202-1810

or Schedule a complimentary introductory meeting now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Principal & Client Experience Director

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Questions? (212) 202-1810

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Cerity Partners to Welcome the Contant-Leit and Wacht Groups of Shufro Rose & Co., Deepening Its Presence in New York City

September 22, 2026 - Cerity Partners today announced their intention to merge with the Contant-Leit and Wacht Groups of Shufro Rose & Co., two New York City–based wealth advisory…

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

Joshua Norman and Jason Hill

Individuals and Families

Invested in a Qualified Opportunity Zone? A Tax Bill Is Due December 31, 2026

September 15, 2026 - If you deferred gains in a Qualified Opportunity Fund, any you haven’t yet recognized will be treated as income on your 2026 return—regardless of whether…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.