The past year has brought unprecedented challenges for retirees, with many facing the financial effects of inflation. While it’s natural to feel anxious, it’s important to take a holistic approach…
Tag: wealth management
Leaving a Legacy: Deciding When to Give
Deciding whether to pass on your wealth ultimately impacts your retirement planning. If you choose to leave a financial inheritance to your loved ones, you need an estate plan in…
4 Key Benefits of Working With a Wealth Manager
Wealth managers have a range of responsibilities beyond simply finding suitable investments for their clients. Here are three reasons why you might need a wealth manager, and how to choose…
Retiring with $1 Million? Here are 5 Tips to Help You Thrive
Retiring with $1 million in savings is an impressive accomplishment, but it’s important to remember that it’s just the beginning. Having a significant nest egg gives you the opportunity to…
Tax Exemptions for Charitable Giving
With the holidays nearing – as well as the end of the fiscal year – now is a great time to consider charitable giving. Not only can you directly impact…
4 Benefits of Hiring a Wealth Manager
What are some of the responsibilities wealth managers take on, in addition to trying to find good investments for clients? Here are just a few. Finances are a crucial part…