Archive
Explore our archive of insights for your financial plan
Archive
2022 Year-End Planning Guide
Review your financial plan and consider options to protect your wealth with our 2022 Year-End Planning Guide.
Nerre Shuriah
JD, LLM, CM&AA | Senior Director of Wealth Planning
Archive
How High Income Earners Can Save for Retirement
The backdoor Roth IRA strategy opens opportunity to higher-income individuals despite income limits.
The backdoor Roth IRA strategy can be a viable alternative to save and invest for retirement.
Archive
How Key Person Insurance Can Protect Your Business
You work hard to ensure your company's success. Use key person insurance to protect every part of it.
When you own and operate a closely held business, it's critical to ensure every aspect of it is appropriately insulated from risk.
Archive
Protect Your Financial Plan With Long-Term Care Insurance
Before incorporating long-term care into your plan, it’s a good idea to understand the types of policies available.
If you plan early enough, you may also be able to save money on a policy, as premiums are based on your age and health at the time of policy issue.
Archive
Consider Life Insurance to Protect Your Loved Ones
With so many life insurance options available today, there’s an appropriate policy for everyone.
Life insurance provides financial security to survivors when they need it most.
Archive
Protect Your Financial Plan with Insurance
An in-depth insurance discussion and coverage evaluation are essential in the financial planning process.
Coordinated with your financial plan, insurance can ensure your objectives are fulfilled as you intended.
Archive
The Pros and Cons of 529 Plans
Take a deep dive into 529 plan structures and options to help you understand which may be best for your family.
Among the many available education savings options, 529 plans are one of the most popular vehicles for families and students.
Archive
The Benefits of Giving to Educational Institutions
If you want to make gifting to an educational institution part of your legacy, here's what you should know.
In 2020, Americans gave a staggering $71.3 billion to support education causes.
Hank Dunbar
Charitable & Philanthropic Services Manager
Archive
Your Education Planning Options
The benefits of a college education can last a lifetime, but the cost of college grows more expensive each year.
The best way to build a college fund is to start saving money today.
Archive
Is a Spousal Lifetime Access Trust Right for You?
Spousal lifetime access trusts, or SLATs, are a popular tool used for lifetime giving. See why more couples are using them.
Typically used as a planning technique between married couples, SLATs can also be set up in other relationships, such as siblings.
Will Creech
Wealth Planning Strategist
Archive
Debating Selling Your Business? Get an Informal Valuation
Informal valuations can be useful when you haven’t committed to an ownership transfer transaction yet.
The process of getting a formal valuation is exhaustive and requires many records including inventory lists, audited financial statements, tax returns and more.
Nerre Shuriah
JD, LLM, CM&AA | Senior Director of Wealth Planning
Archive
How to Avoid the Squeeze of the Sandwich Generation
Women in their 40s and 50s who find themselves supporting multiple generations of family members are caught in the sandwich generation.
Archive
Fiduciary Duties Nonprofit Boards Should Know
First Citizens Manager of Philanthropic and Charitable Services Hank Dunbar and Brooks Pierce Partner Bob Saunders, discuss fiduciary duties for nonprofit boards.
Archive
Women and Retirement Planning: 4 Common Hurdles to Overcome
While women face hurdles that often affect saving for retirement, there are ways to overcome them and create a sound financial plan.
Small actions on a regular basis can put women on a path toward a stable retirement savings plan.
Archive
How Do Women's Financial Needs Differ From Men's?
When it comes to financial security, it's important for women to fully understand what their financial hurdles may be—and how to overcome them.
Women are their own best advocates in everything they do, and that includes having a better understanding of their financial situation.
Archive
Retirement Considerations for Every Life Stage
Building a secure retirement can be a top priority for your comprehensive financial plan. Here's how to plan for retirement at each life stage.
At almost every stage of life, contributing funds to your retirement plan on a consistent basis can build wealth.
Showing 1 - 16 of 41 results
Showing 1 to 16 of 41 results
