The holistic wealth viewpoint
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.
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.
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.
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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.
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.
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.
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.
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.
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.