Client Experience Integrating 401(k) Plans with Pontera Discover how Cerity Partners leverages Pontera to transform the management of high-net-worth clients’ 401(k) plans, integrating these crucial assets seamlessly into broader financial strategies.
Individuals and Families Planning for Long-Term Care Needs 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 life and financial security as you age.
Estate Planning Trusts as IRA Beneficiaries This article examines the critical considerations for selecting a trust as an IRA beneficiary post-Secure Act, including the types of trusts that qualify and the impact on estate planning.
Individuals and Families How to Become a Snowbird in Retirement – 7 Tips to Help You Prepare Transitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare.
Individuals and Families How to Use a 529 Plan For Retirement 529 savings plans, traditionally used for education expenses, now offer a path to retirement savings with the ability to roll over unused funds into a beneficiary’s Roth IRA, enhancing long-term financial strategies.
Individuals and Families How Do Tariffs Impact the Economy? Could tariffs trigger a global trade war or tilt us into a recession? In this Insight, we explore the investment implications of recent tariffs and…
Economic and Market Outlooks On Recent Market Volatility: Recession, Tariffs, and DOGE: Where Is the U.S. Headed?You're not alone if you’re concerned about the economy and your finances. News site headlines and chyrons scrolling across cable TV channels probably aren’t helping,…
Financial Planning 3 Steps to Take You from “High Income” to “High Net Worth”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…
