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• Plan

  Protect your financial security and personal wellbeing and leave confusing, time-consuming insurance shopping behind.

• What Wealthy Individuals Need to Consider Before Applying for Medicare

  As wealthy individuals age, healthcare and health insurance coverage become increasingly important.

• From Assets to Legacies: A Guide to Thoughtful and Impactful Giving

  For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, their wealth comes with the ability to create significant change.

• Stay Calm and File On Time! 7 Need-to-Know Tips for Last-Minute Tax Filing

  . If you know you usually wait until the last minute to file your taxes, a to-do list could help you stay motivated and on top of your responsibilities. Need help getting started? Here are six need-to-know tips for last-minute tax filing.

• Retirement Planning: A Map to Changes in 2024

  Navigating these demands an adaptable approach to planning your finances.

• Saving for Retirement

  A few simple tools and tips can help people of all ages save for retirement.

• Qualified Charitable Distributions for RMDs

  Qualified Charitable Distributions (QCDs) are vital for those who must take an annual required minimum distribution (RMD) but seek a tax-advantaged strategy that may help lower their adjusted gross income (AGI).

• How to Prepare for Retirement

  Whether you’re just starting your career or are planning to retire this year, it’s never too soon or too late to start preparing for your retirement. What this entails may be different from person to person, but there are a few essential tips everyone should keep in mind when saving up for their eventual retirement.

• 401(k) Rollover Options to Consider

  When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k).

• Why Wealthy Individuals Would Consider Not Converting to a Roth IRA

  While a Roth IRA conversion may suit some, wealthy individuals may not consider this investment strategy under certain circumstances.

• What to Know About Multigenerational Estate Planning

  Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a hefty tax bill. Here are some ways to handle multigenerational estate planning so that the generations after you may keep these assets in the family.

• Dos and Don'ts for Investing During the Holidays

  There are many theories on why this may occur. It could be from trading volume being down due to investors taking a vacation or maybe because investors are becoming more averse to risk during the holiday season and off-loading their riskier investments. 

• How High Earners Can Build a Strong Retirement with Their 401(k)

  Approximately 60 million workers contribute to a 401(k)-retirement plan.

• Investing in Your 60s and Beyond

  Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a substantial shift in your investment strategy. Here are some ideas for investing in your 60s and beyond.

• First Time Donor? Here’s How to Start Your Philanthropic Journey

  High-net-worth (HNW) individuals play a crucial role in fostering positive change and impact on a global scale. However, for many first-time donors, the world of philanthropy can seem overwhelming or challenging to navigate.

• Life Insurance vs. Annuities: Which is a Better Fit for You?

  Life insurance and annuities are essential financial planning tools for providing future independence.

• How To Factor Taxes Into Your Retirement Planning

  Retirement planning is not just about saving money — it’s about surviving on the money you saved and may receive in retirement, such as Social Security benefits.

• What’s New for RMD Requirements

  A critical aspect of retirement planning is understanding the rules and requirements surrounding Required Minimum Distributions (RMDs) from retirement savings accounts.

• You Might Not Want to Max Out Your 401(k) Right Away

  Contributing to a 401(k) plan is an excellent method for saving for retirement.

• How Much Should I Have in My 401(k)?

  A crucial aspect of planning involves understanding how much money you should aim to have in your 401(k) now, based on your age, as you save for retirement.