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… Paul Chmielewski, Partner
Family Office Financial Preparedness for Emergencies: A Guide for High-Net-Worth Families February 6, 2025 - 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… Justyn Volesko, Partner & Co-Head of Family Office
Individuals and Families Planning for Long-Term Care Needs May 10, 2024 - 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… Aram Schotts, Principal
Individuals and Families 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… Ayisha Tahir, Principal
Individuals and Families 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… Peter Yoon, Principal
Individuals and Families Understanding Your Medicare Options February 14, 2023 - Soon-to-be retirees about to turn 65 have an important choice to make regarding their health insurance. Specifically, do you go with traditional, public-sector Medicare, or… Ian Bai and Sean Moore
Individuals and Families Developing a Pension Maximization Strategy December 6, 2022 - This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options for… Bruce A. Hyde, Partner
Individuals and Families Single Life vs. Joint and Survivor Pension Payout Options December 2, 2022 - This paper is the first part of a two-part series. In the first part, we discuss the considerations involved in evaluating different pension options for… Bruce A. Hyde, Partner
Individuals and Families Using HSAs as Tax-Advantaged Investment Accounts October 3, 2022 - Most people view HSAs as a tool for qualified medical expenditures. But sophisticated investors are increasingly using HSAs to maximize tax-advantages investment, retirement, and estate… Paul D’Elia, Partner
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…
