For generations, homeownership has been billed as the hallmark of the American Dream. However, for high earners, it can also be a way to reduce taxes, receive more favorable capital gains treatment, and invest in their family’s future. Below, we discuss a few benefits of homeownership that can have an outsized impact on households with …
High Earners and Homeownership: Why It’s More Than Just a Status Symbol Read More »
Ten Benefits of Charitable Giving for High-Net-Worth Individuals Charitable giving is an integral part of many high-net-worth (HNW) individuals’ financial strategy, not only as a means of helping others but also for the numerous benefits it offers to the giver. Here, we delve into ten benefits that underscore the importance of charitable giving for these …
Giving Both Rewards the Soul and Benefits the Wallet Read More »
If you’re a high earner, you may be interested in partnering with someone with similar education, income, and goals. Becoming a financial “power couple” can help you both achieve your goals sooner. Because money disputes are one of the leading causes of divorce, finding someone with whom you’re financially compatible can smooth the path of …
United in Wealth: How to Become a Financial Power Couple Read More »
Wealth and estate planning are vital for all individuals but are particularly essential for high-net-worth (HNW) individuals in the sandwich generation. “Sandwich generation” refers to individuals caring for their aging parents and children simultaneously. Not only do these individuals have to consider their wealth management, but they also must plan how their assets will be …
The importance of employers engaging experienced 401(k) financial professionals For employers navigating the complexities of retirement plan management, ensuring the competitiveness and reasonableness of 401(k) plan fees is paramount. As fiduciaries entrusted with safeguarding the financial interests of employees, employers bear the responsibility of prudently managing retirement assets and optimizing plan performance. In this …
Empower individuals to make informed decisions about their coverage In the complex landscape of healthcare coverage, individuals often find themselves navigating the options of private and public health insurance. While public plans, such as Medicare and Medicaid, are funded and administered by the government, private health insurance is provided by private companies. Let’s explore …
There is one thing that we will most likely all do one day: regardless of your status in society, position at work, or whether you are tall or short, you may pass down assets to loved ones. When that day arrives, an estate plan is essential for managing and distributing those assets without too many …
Homeownership: What It Could Mean for Your Estate Plan Read More »
With rising housing prices and interest rates, you may feel pressured to jump on the carousel to avoid being left behind. However, a home is one of the most expensive purchases most Americans will make, and you don’t want to rush into a home that isn’t right for your needs. Below, we’ll explore a few …
How to Navigate Buying a Home During High Inflation Read More »
As an affluent family, planning for your children’s education is likely a top priority. You want to ensure that they have access to the best education possible without worrying about the high cost of tuition; this is where 529 plans come into play. However, with so much information, understanding these plans and how they benefit …
529 Plans Demystified: What Affluent Families Need to Know Read More »
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 …
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