Economic and Market Outlooks What’s On Our Minds This Week Recent inflation data shows little immediate impact from tariffs, with consumer prices rising modestly and retailers absorbing costs for now, but pressures may build in coming months as inventories are depleted.
Estate Planning Trusts as IRA Beneficiaries This article examines the critical considerations for selecting a trust as an IRA beneficiary post-Secure Act, including the types of trusts that qualify and the impact on estate planning.
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 non-deductible 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? What is a Domicile and What is a Residency? As a CPA and financial advisor, clients often ask me for ways to reduce taxes. Since the enactment of the Tax Cuts and Jobs Act of 2017, which limited state and local tax deductions to $10,000, many clients, particularly residents of high-tax states such as New […]
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.
Business Owner Advisory 5 Ways Small Business Owners Can Help Protect Themselves from Tariffs May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business…
Estate Planning 10 Ways to Protect the Wealth You Have Built May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…
Economic and Market Outlooks Webinar Recording: Q2 2025 Market & Economic Outlook May 16, 2025 - Watch our Investment Office’s timely assessment of recent market volatility and economic uncertainty. This quarter’s market update assesses the economic landscape before and after the…
