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Wealth management

Insights and perspectives on financial planning and wealth management topics.

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Wealth management

Estate Planning in a Bear Market

Down markets combined with rapidly rising interest rates can be unsettling for investors, even experienced ones. While declining balance sheets can cause short-term concern, they also present an opportunity for long-term wealth transfer.
Wealth management

2025 Tax and Retirement Reference Guide

This quick reference guide is a great resource for planning discussions with clients, summarizing tax deductions, credits, and retirement plan contributions limits for 2025. Use this guide to quickly find important information for tax planning with your clients.
Wealth management

Should You Name a Trust as IRA Beneficiary?

Selecting a trust as beneficiary of an individual retirement account (IRA) offers distinct advantages, disadvantages, and complexities compared to naming an individual. Learn if your clients should list a trust as a beneficiary of their IRA.

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Wealth management

What’s Your Risk Capacity in Retirement?

Most investors have heard about risk tolerance, but when they need to withdraw from growth or savings to support a lifestyle liquidity shortfall, another factor to be mindful of is risk capacity. Learn more about how to determine risk capacity when constructing portfolios.
Wealth management

A Modern View of Retirement Income

Help investors plan for, generate, manage, and withdraw income in retirement by using this practical four-step process recommended by the Schwab Center for Financial Research.
Wealth management

Implications of 2023 Tax Bracket Changes

For 2023, the IRS made some of the largest inflation adjustments in decades. However, not everyone will benefit from these changes. If your clients are expecting higher income in 2023, now is a good time to consider tax planning techniques that may help reduce their taxable income.

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