Economic and Market Outlooks What’s On Our Minds This Week Despite sharp volatility and trade policy uncertainty in the first half of 2025, markets are flexing a newfound optimism about the path forward.
Estate Planning Estate Planning Documents Everyone Should Have The basic message is that most people think estate planning is important but are often confused about how to get it done. So, what are the basic estate planning documents every adult should have?
Individuals and Families How to Become a Snowbird in Retirement – 7 Tips to Help You Prepare Transitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare.
Individuals and Families Harnessing the Power of Health Savings Accounts 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 financial security.
Individuals and Families Three Things to Consider When Moving to a Non-Income Tax State Changing residency is not as simple as one would think. Extreme care must be taken and you must have a game plan ready to execute. Be sure to connect with your Cerity Partners financial advisor in the beginning phases of your planning. With their expertise and guidance, you will be better prepared to avoid to avoid the pitfalls that snag the unwary.
Estate Planning Perpetual Education Trusts A Perpetual Education Trust is a way to influence the lives of distant descendants by providing them with a quality education.
Corporations Is Your Business Sellable? Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve been running their company isn’t attractive to prospective buyers or that they will only buy the business at a meaningful discount.
Individuals and Families Splitting Retirement Accounts in Divorce When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.
Cross-Border Planning Retire in Italy? A New 7% Flat Tax May Incentivize U.S. Citizens Looking to Retire Abroad The idea of living abroad has gained in popularity for many U.S. citizens as they plan for how to spend their retirement years. Italy, an already popular retirement destination for many Americans, introduced a tax incentive in 2019 that may help further attract foreign retirees.
Individuals and Families Approaching Art Learn key insights on collecting art effectively, understanding market trends, the role of art advisors, and strategic approaches to managing and preserving your art investments.
Economic and Market Outlooks Fourth Quarter 2025 Economic and Market Outlook October 9, 2025 - The U.S. economy continues to outperform global peers, supported by resilient growth, strong earnings, and optimism around AI-driven investment, even as tariffs and still-tight monetary…
Incentive Stock Options Turning Equity Compensation into a Strategic Asset October 16, 2025 - Equity awards have become increasingly popular among employers, as they can enhance employee retention, motivate performance, and be tied to metrics that align with broader…
Individuals and Families How High-Net-Worth Families Pay for College October 6, 2025 - High-net-worth families can often afford college outright, but thoughtful planning turns tuition into a strategic opportunity. From 529 plans and trusts to insurance and gifting…
