Individuals and Families Insights

A job transition—whether planned or unexpected—can have a significant impact on your financial future. This checklist outlines five key areas to review, from income and investments to insurance and estate planning, ensuring you’re financially prepared for the next chapter.

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.

At Cerity Partners, we specialize in assisting executives, founders, and long-term shareholders in managing the challenges of concentrated stock holdings. Our customized strategies are designed to mitigate risk, enhance tax efficiency, and preserve growth potential. If you have a substantial stake in a single stock, now is the ideal time to explore strategies that can safeguard your gains and secure your financial future.