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The holistic wealth viewpoint

April 12, 2022

10 essential financial planning considerations for the second half of 2022

As we approach the second half of 2022, it’s wise to revisit your financial plan, assess your goals, and seek out new opportunities for financial wellness. Here’s our “top 10” list to help get you started.
Article / 5 min read
April 11, 2022

Seven reasons millennials need a financial advisor

As millennials hit their professional stride, many wonder how — with free-flowing information and one-click investing — a financial advisor could add value. The fact is, hiring an advisor might be in your best interest. We share seven reasons why.
Article / 7 min read
April 08, 2022

New proposed regulations under SECURE Act provide clarity for beneficiaries of inherited IRAs

On Feb. 23, 2022, The U.S. Department of Treasury released proposed regulations, clarifying its interpretation of inherited IRA changes under the SECURE Act. Here’s everything you need to know.
Article / 3 min read
March 23, 2022

Understanding long-term care insurance: Are you planning ahead?

Many Americans will need long-term care in their lifetime, but few have planned ahead to pay for it. Find out more about traditional and hybrid long-term care insurance policies and how they could help cover these significant costs.

Article / 5 min read

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June 27, 2022

Understanding IRS Form 712 when valuing life insurance on gift tax & estate tax returns

Life insurance proceeds provide an income tax-free payment to beneficiaries but can complicate an estate tax return. A gift of a life insurance policy to a trust supported by a Form 712 can eliminate estate taxes on the death benefit.
Article / 4 min read
June 15, 2022

Family Office Answer Book: A complete guide for family office executives

Fortify your family office to thrive today and beyond with our comprehensive Family Office Answer Book.
White Paper / 60 min read
June 08, 2022

Eight tips to keep your retirement plan on track

With all the uncertainty in today’s world, retirement planning can quickly fall to the bottom of the priority list. But starting early and remaining consistent is critical to success. Follow these expert tips to safeguard your financial future.
Article / 5 min read
June 01, 2022

Tips for planning a successful prenuptial agreement

Prenuptial agreements are a sensitive subject, but the right approach can clarify expectations and strengthen the financial well-being of your family. These expert tips can make the planning process easier and help build trust along the way.
Article / 7 min read
April 29, 2022

Cybersecurity for the entire family: Five surprising ways kids and adults get hacked

Cybersecurity is a risk for children and adults alike. Learn how to protect your family from identity theft and cyberattacks at home and while traveling.
Article / 9 min read
April 28, 2022

Family offices: Best practices for philanthropy

Family offices are often tasked with managing a family’s philanthropy but may have limited knowledge and resources. Several best practices can help both families and family offices lead philanthropic efforts to heighten their impact.
Article / 7 min read