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Cerity Partners + Fidelity

Cerity Partners is committed to helping your clients put the right pieces together to move them forward on their financial journey.

Paul Chmielewski


Estate Planning

Biden Green Book Proposals

May 26, 2022   -   The Green Book contains the Administration’s policy tax and budget policy goals for the coming year. This year’s Green Book proposes significant changes to the current estate tax planning regime.

Daniel Park, Doug Bonaquist and Nicole Joko

Executive Financial Counseling

Executive Financial Counseling: Planning to Protect Your Life’s Work

September 28, 2021   -   An engaging look into a corporate benefit that is designed to ease the life of senior executives while helping organizations recruit and retain top talent who will help them thrive. 

Daniel Goott

Partner & Market Leader

Estate Planning

Four Steps to Take When You Inherit an IRA

January 27, 2021   -   Whether you inherit an IRA from a spouse or non-spouse, there are important steps to execute as an heir and details to address along the way.