Worry-Free Retirement Planning for High-Net-Worth Individuals

Another election cycle has begun, and you may feel a looming anxiety about how your wealth and investment portfolio will be affected. Recent surveys show how heavily the 2024 election outcome is weighing on investors. A retirement study by Nationwide showed that 45% of respondents believe it will significantly sway their portfolios—more so than financial markets.¹ This bipartisan concern spans 68% of Republican and 57% of Democratic investors surveyed. To that end, 33% of pre-retirees have already started to manage their investments more conservatively due to election uncertainty.² Each time an election cycle revs up, people start to get nervous about their finances. In 2016, for example, 47% of investors with at least $1 million in assets³ considered reducing their market exposure around the…

Statistics show 90% of families lose their wealth by the third generation. Let that sink in. By the time your grandkids are set to inherit…

If you own a standalone long-term care (LTC) insurance policy, you may have received troubling notices from your provider flagging drastic premium increases in the…

Think of trusts as the Swiss Army knife of financial and estate planning. With their adaptability and wide range of structures, trusts can cater to…

Many prestigious families throughout history lost their fortunes within just a few generations. Consider the Vanderbilts, whose fortune originated in the railroad industry. In the…