Back to Retirement Planning Insights Planning for Retirement: Preparing a Cash Flow Forecast September 1, 2019
Retirement Planning 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.
Financial Planning Planning for Long-Term Care NeedsUnderstand 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…
Estate Planning Trusts as IRA BeneficiariesThis 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…
Retirement Planning How to Become a Snowbird in Retirement – 7 Tips to Help You PrepareTransitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare.
Behavioral Finance How to Use a 529 Plan For Retirement529 savings plans, traditionally used for education expenses, now offer a path to retirement savings with the ability to roll over unused funds into a…
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investing 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…