Financial Planning Harnessing the Power of Health Savings Accounts November 29, 2023 - 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.
Economic & Market Update Weekly Investment Perspectives Ben Pace Christian Thwaites James Lebenthal | November 27, 2023
Estate Planning Not Worried About Federal Estate Taxes? Ten Reasons You Still Need an Estate Plan Paul Chmielewski | November 20, 2023
Economic & Market Update November 2023 Economic and Market Outlook Ben Pace James Lebenthal Christian Thwaites | November 3, 2023
Economic & Market Update Third Quarter 2023 Review & Forecast October 5, 2023 - Explore our in-depth Third Quarter 2023 Review and Forecast, delving into the performance of the U.S. economy, global markets, inflation trends, and investment outlook.
Estate Planning Promissory Notes: A Way to Lock In Estate Tax Exemption Amounts October 4, 2023 - Gift and estate tax exemption amounts are may sunset at the end of 2025. For those wary of losing control over significant traditional assets, promissory notes, especially in conjunction with irrevocable grantor trusts, present a potential solution to lock in current exemption amounts.
Behavioral Finance It Pays to Start Early: Talking to Your Kids About Money October 3, 2023 - Introduce your children to the "4 Hs" - Happiness, Helpfulness, Hunger, and Humility, laying the foundation for a balanced understanding of wealth's role in life. Dive into the world of financial literacy early, tailor the education to your family's unique wealth narrative, and lead by example.
Financial Planning Retirement Plan Considerations for the Self-Employed September 26, 2023 — Solo practitioners and small business owners have several retirement plan options to consider, from solo 401(k)s to SEP IRAs and cash balance plans. Each plan has unique advantages tailored to different financial needs, ensuring long-term security
Behavioral Finance Seven Easy Steps to an Effective Year-End Review of Your Family Finances September 26, 2023 — As autumn brings renewed focus, it’s the ideal season to evaluate and optimize your family’s finances. Whether it’s realigning financial goals, scrutinizing tax implications, or maximizing your legacy’s impact, a year-end review offers the opportunity to take stock and set the stage for a prosperous new year.
Behavioral Finance The Case for International Travel Insurance September 19, 2023 — World travel offers a myriad of experiences and memories, but it’s not without risks. Travel insurance is a vital safety net, covering everything from lost baggage and trip cancellations to emergency medical evacuations, ensuring that unexpected disruptions don’t financially and emotionally overwhelm travelers.
Economic & Market Update September 2023 Economic & Market Outlook September 8, 2023 — The U.S. economy is performing well in the third quarter with some potential slowdown due to higher rates. Central banks are nearing the end of their tightening cycles, and global equity markets seem fairly valued, with growth dependent on earnings. The main risk is excessive central bank tightening, which could possibly cause a recession. Read more in our September Outlook.
Financial Planning Rollover Decisions September 6, 2023 — Retirement planning requires thoughtful decision-making, particularly when it comes to managing existing retirement accounts. Aram Schotts highlights key factors to consider when choosing between options such as keeping assets in the current plan, rolling them over to another employer’s plan, or rolling them into an IRA.
