2019 Wealth Management Insights
Charitable Giving, the Tax-Wise Way
Too many charitable individuals and families may not be taking steps to make their giving as impactful as it could be. They may also be missing out on valuable tax advantages. Find out how to be philanthropic in ways that boost the benefits to your favorite charity—and to your bottom line.
Here's Why You May Need to Update Your Estate Plan
You might have some sort of estate plan spelling out where you want your wealth to go when you die. But if you haven’t updated your plan in the past three years, it might not accomplish your most important wealth transfer goals and wishes. Here’s how to get your plan current!
The Super Rich's Three Big Fears - and How They Work to Overcome Them
Significant wealth doesn’t eliminate our fears and worries—but it can provide a lot of flexibility to address and overcome them. Check out how the wealthiest among us take steps to combat their biggest concerns.
How Playing the Long Game Could Help Build Wealth and Success
Achieving great results—financial or otherwise—starts with a clear picture of your end game that may be years or decades down the road. Armed with that clarity, you can build an action plan of steps that will keep propelling you toward your ideal future. Here’s how to make it happen.
Four Ways the Super Rich Manage Their Wealth
The self-made affluent have lots to tell us about how to find and work with financial professionals so we can build, maintain and use our wealth effectively. Here are their best practices that can potentially have a big impact on your financial future.
Free Up Your Life: Work Smarter, Not Harder
You can reclaim more of your time and energy so you can focus on what truly matters to you. Discover the three action steps that will make you more effective and efficient—helping you get better results in less time.
Estate Planning: Don't Forget Your Pet!
What would happen to your beloved dog, cat or other pet if you died suddenly? Don’t leave your pet’s future to chance. Here are steps you can take right away to help ensure your pet will be in good hands in the event of your death.
Three Questions to Answer Before You Purchase Life Insurance
It’s easy to make some serious—and costly—mistakes when buying life insurance. The solution: Determine if life insurance actually makes sense for you, how much you really need and the best way to pay for it. Here’s how to answer those three crucial questions.
Do Well, Do Good: The Power of Charitable Reminder Trusts
Feeling philanthropic? Charitable remainder trusts can help you have a major impact on one or more charities—while also potentially providing you with some sizable tax breaks, current income and other financial benefits.
Elite Wealth Planning: What it is and why it matters
Sudden Wealth: What Should You Do If You Strike It Rich?
If a few million dollars—or more—fell into your lap tomorrow, what would you do?
Qualified Opportunity Funds: The latest way to do well by doing good
Now there’s a new type of impact investment—called Qualified Opportunity Funds—that is worth checking out if you’re looking to build wealth, reduce a capital gains tax, and improve communities across the country. For investors with these goals, the funds can potentially be a powerful part of an overall wealth plan.