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Showing 51 to 60 of 556 results for Planning

The COVID Calculation: The current pandemic is upending many investment and estate-planning strategies

Up until March, many people viewed 2020 as potentially being one of the best years ever in terms of their investments. All of that changed with COVID-19.
How ‘One Big Beautiful Bill’ Tax Code Changes Impact Succession Planning

Joe Maier shares his insights in BizTimes on how the tax code changes in the "One Big Beautiful Bill" affect succession planning. Learn more here.
Spring Cleaning: Three Financial Planning To-Do Items

Spring cleaning isn’t just about clearing out the garage—it can also be the time when you make sure that your “not urgent, but important” financial checklist is completed. Joe Maier, JD shares in this week’s Wealth Insights article the three financial and estate planning to-dos that you should consider checking off your list this spring.
Kent Demien, CFA®, ChFC® SVP Director of Research and Financial Planning
As SVP Director of Research and Financial Planning, Kent leads a dedicated team responsible for researching, selecting and monitoring investment strategies for clients. This team is also responsible for investment risk management and performance attribution analysis. Kent performs fixed income mutual fund manager due diligence for emerging markets, high-yield, bank loans, core plus bond, global bond and nontraditional/multi-sector bond funds.
Planning a Wedding? These 10 Budgeting Tips Will Help You Save Money

While planning a wedding is a large financial endeavor, you don’t have to sacrifice your long-term financial goals to have the celebration of your dreams. Brooke Harycki, VP, Consumer Banking Regional Manager, shares a few saving strategies and planning tips for newly engaged couples.
Estate Planning for Digital Assets and Accounts: What You Need to Know

While “set it and forget it” might be perfect for rotisserie chicken, it’s not ideal for estate planning—especially when it comes to your digital assets, shares Michael Miller in this week’s Wealth Insights column. Michael outlines how you can proactively plan to protect your digital legacy.
Spring Cleaning: Three Financial Planning To-Do Items

In this week’s Wealth Insights, Director of Wealth Strategy Joe Maier, JD shares three financial to-dos that you should consider adding to your “Spring Cleaning” list, including (1) making sure your assets are in the right place, (2) ensuring that the right property goes to the right people and (3) considering the alignment of your values with your plan.
Anchor, Alignment, Accountability: Applying Aiko Bethea's Framework to Wealth Planning

In this week’s Wealth Insights, Joe Maier explores how advisory teams help clients thrive through Anchor, Alignment and Accountability.
7 Tax Planning Strategies and Tips to Reduce Headaches Next Year

Discover the key financial rules everyone should follow. From 50/30/20 to the pay yourself first rule, learn how to save more, spend wisely and achieve financial freedom. 
The Goldilocks Planning Solution to the Reduction in the Transfer Tax Exemption

This is the first part of a three-part series on the use of a spousal lifetime access trust (or SLAT) to eliminate the risk of changes in the estate and gift tax system. This first article focuses on the separation of legacy assets from lifetime assets and why that is important.