Financial Planning Insights

Earning a high salary is only the first step toward lasting financial success. This article provides three essential strategies—financial organization, smart investing, and tax optimization—to help high earners build and sustain long-term wealth.

With economic shifts and geopolitical uncertainty, it’s natural to feel anxious about your finances. This article outlines four key strategies—seeking professional guidance, understanding market trends, using the SAFE framework, and maintaining a long-term perspective—to help you stay financially resilient.

Cerity Partners takes a proactive approach to financial emergency preparedness, working with our clients to develop the right strategies and resources to safeguard their loved ones, wealth, and properties in the face of unforeseen events.

Expecting a considerable bonus or other windfall? Our advisors share 10 smart ways to leverage it and thoughts on how to choose the right one for your circumstances.

Restricted stock units (RSUs) are a special form of employee compensation, taxed uniquely. Upon vesting, they’re taxed at the federal level, and later treated as normal shares with tax implications during sale.