Estate Planning How to Manage Financial Matters After the Death of a Loved One August 18, 2025 - When a loved one passes, it can feel like the world has caved in around you. If you are overwhelmed, it may be of some…
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 Trusts as IRA Beneficiaries 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 Community Up for Retirement Enhancement (SECURE) Act, which became effective on January 1, 2020, a dramatic shift has occurred in the IRA distribution rules.
Individuals and Families A Pitfall of the “Backdoor” Roth IRA Conversion Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to a nondeductible IRA and converting that contribution to a Roth IRA (a “backdoor” Roth IRA contribution). However, these articles seemingly gloss over the complexity of the strategy and lead to […]
Individuals and Families Planning for Long-Term Care Needs 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 life and financial security as you age.
Individuals and Families Domicile vs. Tax Residency: What Is Domicile and How Do You Change It? The distinction of domicile versus residency begins the critical path that determines a person’s tax home for income and estate tax purposes.
Family Office Raising Children into Wealth Family wealth can diminish children’s hunger to live productive lives. But it doesn’t have to. Pierre duPont, a Client Advisor in Cerity Partners’ NY office, shares ways parents can instill a healthy perspective about money, work and society.
Business Owner Advisory Hiring the Right Wealth Manager for Your Transaction The net proceeds from the sale of your business adds another layer of complexity to your financial life. That’s why a wealth advisor is one of the most important people you can have on your transition team.
Individuals and Families Financial Planning for LGBTQ+ Couples LGBTQ+ partners face unique complexities in financial planning. A skilled financial advisor with an acute understanding of the legal protections and rights for LGBTQ+ partners can help couples achieve their plans and goals.
Cross-Border Planning Living a Jet-Setter Retirement 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 the complex world of living in more than one place, so that you’re able to preserve your wealth.
Economic and Market Outlooks Video: September 2025 Economic & Market Outlook September 5, 2025 - The numbers for this month indicate that above-average economic growth and below-average unemployment may continue. However, there might still be cause for concern: Hear why…
Individuals and Families How AI Is Affecting the Global Economy September 2, 2025 - Artificial intelligence (AI) is designed to replicate and augment human intelligence by training machines to think and learn like humans. The concept has been around…
Individuals and Families Tax-Aware Investing with Long-Short Equity Strategies August 26, 2025 - Once the domain of hedge funds, long-short equity strategies have gained traction among a wider range of investors thanks to their growing availability through separately…
