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…

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
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

Richard Long

Partner

Retirement

Retirement Plan Considerations for the Self-Employed

September 26, 2023 - Solo practitioners and small business owners have several retirement plan options to consider, from solo 401(k)s to SEP IRAs and cash balance plans. Each plan…

Richard Long, Partner

Aram Schotts

Senior Principal

Retirement

Rollover Decisions

September 6, 2023 - Retirement planning requires thoughtful decision-making, particularly when it comes to managing existing retirement accounts. Aram Schotts highlights key factors to consider when choosing between options…

Aram Schotts, Senior Principal

Jim Trujillo

Principal

Retirement

The Unspoken Risks of Retirement Plan Loans

March 25, 2023 - High inflation and a volatile economy are pushing people to think about where they could tap into fast cash if they needed it. But when…

Jim Trujillo, Principal

Andrew Fisher

Partner

Retirement

Living a Jet-Setter Retirement

March 14, 2023 - Are you planning for a jet-set retirement? Or are you already spending part of the year abroad? If so, Cerity Partners can help you navigate…

Andrew Fisher, Partner

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 discovery call 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

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call 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.

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

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…

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.