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Wealth Management Perspective

What Matters Most – Monthly

Estate Planning: Strategies for Philanthropy

Estate Planning: Strategies for Philanthropy

How can high-net-worth families and individuals create a legacy through philanthropy? For many high-net-worth investors, charitable giving may be essential to a long-term retirement, estate, and tax planning strategy. Your wealth manager can chart a course to achieve your overall goals.

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Investing In Your Estate: Investment Considerations

Investing In Your Estate: Investment Considerations

Key Takeaways: Once you’ve sorted out your investment goals, it’s crucial to ensure that your financial plan can accommodate them. A common mistake is underestimating the requirements necessary to meet your estate planning goals potentially leading to unforeseen...

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Planning Your Estate: How to Create Your Estate Plan

Planning Your Estate: How to Create Your Estate Plan

Key Takeaways: Regardless of the size of your estate, having a well-thought-out plan is essential. A thoughtful plan can reduce potential confusion and costs for your family in the event of your passing. The three main types of estate plans are wills, trusts, and...

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Retirement Planning: 7 Essential Life Issues to Consider

Retirement Planning: 7 Essential Life Issues to Consider

High-earning young career professionals may be too young to think about essential life issues related to retirement planning. These essential life issues go beyond what, where, and how much to invest. Issues include adding up all of your income streams, understanding...

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The 10 Questions to Ask When Planning for Retirement

The 10 Questions to Ask When Planning for Retirement

Many young career professionals with the potential to earn substantial money over their lifetime have no investment plan for retirement. You may think that retirement is 30 or 35 years away, so why think of it now? Others may fail to plan due to a lack of investment...

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Worried​​ ​​about​​ ​​how​​ ​​to​​ ​​reduce​​ ​​taxes​​ ​​when​​ ​​transferring​​ ​​wealth​​ ​​to​​ ​​your​​ ​​children?​ ​Get​​ ​​your​​ ​​guide​​ ​​now.​