As Father’s Day approaches, many families are thinking about ways to honor the father figures in their lives—through time spent together, meaningful gifts, and shared stories. But this holiday also…
Tag: retirement savings
Building a Resilient Retirement Plan through the SMART Retirement™ Approach
As retirement approaches, affluent Americans face a unique set of financial planning challenges. From minimizing taxes on substantial assets to ensuring income stability throughout a longer lifespan, the stakes are…
Last-Minute Tax Planning for 2024
As we approach the 2024 tax filing season, it’s crucial for high-net-worth retirees to stay informed about recent policy changes and their potential impact on tax planning strategies. Last-minute tax…
What is FIRE (Financial Independence, Retire Early) and Is It Right for You?
For decades, the traditional path to retirement involved working for 40+ years, saving diligently, and retiring in your 60s to enjoy your golden years. However, since the 2010s, the FIRE…
A Guide to Succession Planning for Business Owners
As business owners near retirement, they often face a significant challenge: ensuring their legacy is preserved and the future of their business is secure. After spending years or even decades…
Longevity Planning: Will Your Savings Last a Lifetime?
Ensuring that your savings last throughout your lifetime—commonly referred to as longevity planning—requires careful thought and strategy. For individuals approaching retirement, particularly those with significant wealth, the stakes are higher.…