Cerity Partners Insights

Timely investment outlooks, best practices, and actionable planning strategies to inform and guide your decision making.

Judith Gordon

Principal

Estate Planning

A Primer on Planning for a Special Needs Child

September 20, 2022   -   Caring for a person with special needs has unique challenges and often requires significant resources to cover the additional expenses for care. Special needs planning is designed to help people provide for a disabled family member without disrupting the individual’s eligibility for government benefits. As importantly, planning for a disabled family member includes making decisions […]

Neal Smith

Principal

Retirement Plans

Is a MEP the Right Choice for Your Retirement Plan?

August 25, 2022   -   Is a MEP the Right Choice for Your Retirement Plan? Cerity Partners advisor, Neal Smith, discusses the benefits of Multiple Employer Plans.

Andrew Fisher

Partner

Cross-Border Planning

Cross-Border Tax Complexities

August 25, 2022   -   Exploring the Unique Tax Complexities Faced by Foreign Professionals Coming into the U.S.

Daniel Park and Cheryl Donaldson

Financial Planning

Ways to “Supercharge” Your 401(k)

August 25, 2022   -   A traditional pre-tax dollar funded 401(k) will grow tax-free over its lifetime, however there are factors to consider that could "supercharge" your 401(k) growth.

Constantine Mulligan

Partner

Retirement Plans

Cerity Partners x PSCA: A Sponsors’ Guide for Reading an Investment Report

August 18, 2022 —

This guide is intended to give PSCA’s Investment Committee and Cerity Partners’ clients an overview of some of the terms they may see when reviewing investments offered in their defined contribution plan(s).

Brett Dearing

Partner

Business Owner Advisory

How To Protect Profit Margins Heading into a Recession

August 18, 2022 —

As economic indicators continue to reinforce signs of recession, business owners should start thinking vertically about operational processes and procedures. This article outlines how business owners can improve operation efficiency and effectiveness to protect profit margins and revenue growth.

Judith Gordon

Principal

Estate Planning

Planning for Those Who Are at the End of Life’s Journey

August 8, 2022 —

While death is inevitable for us all, many of us push the thought out of our minds as we go about our daily lives. In addition to being reflective and appreciative of your time left on this planet, the following “to dos” may help you feel more confident that you’ve left your personal and financial matters in the best possible state for grieving loved ones.

Paul Chmielewski

Partner

Estate Planning

Estate Planning Documents Everyone Should Have

August 8, 2022 —

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?

Paul Chmielewski

Partner

Insurance Planning & Risk Management

When It Comes to LLCs, Pay Attention to Liability Direction

August 8, 2022 —

When properly structured, the use of SMLLCs in conjunction with an MMLLC provides important upward and downward liability protection benefits while reducing the number of tax returns that need to be prepared.

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Ben Pace

Partner & Chief Investment Officer

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, 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.