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Tax-Advantaged Strategies for Funding College TaxesWorth Sharing

Tax-Advantaged Strategies for Funding College

When it comes to paying for college for kids or grandkids, wealthy families often have the luxury of simply writing a check and not worrying about financial aid or loans.…
AdvicePeriod
AdvicePeriodJuly 26, 2022
Trim Your Tax Bill With Tax-Loss Harvesting TaxesInvesting

Trim Your Tax Bill With Tax-Loss Harvesting

Nobody likes investment losses, but they come with a silver lining: They can help you slash your tax bill. The tax code allows investors to use losses realized when investments…
AdvicePeriod
AdvicePeriodJuly 26, 2022
How to Use a Trust Strategically to Shield Life Insurance Policies Life Insurance

How to Use a Trust Strategically to Shield Life Insurance Policies

Life insurance can be a key financial asset for families, so much so that policies are often placed in a specialized type of trust called an irrevocable life insurance trust…
AdvicePeriod
AdvicePeriodJune 23, 2022
Sudden Wealth: How to Make It Count Worth Sharing

Sudden Wealth: How to Make It Count

Coming into substantial wealth—whether through an inheritance, business sale, large severance package or other means—can mean a lifetime of financial security and the freedom to pursue your dreams. But failure…
AdvicePeriod
AdvicePeriodMay 16, 2022
Discover the Advantages of Year-round Tax Planning TaxesWorth Sharing

Discover the Advantages of Year-round Tax Planning

April has come and gone, and, assuming you’ve filed your taxes on time, you can forget about the IRS for a whole year, right? Actually, to effectively preserve and build…
AdvicePeriod
AdvicePeriodMay 15, 2022
Don’t Avoid “The Talk” About Inheritance Worth SharingNews

Don’t Avoid “The Talk” About Inheritance

U.S. households are in the midst of an astonishing wealth transfer: over the next 23 years, $84.4 trillion will be transferred to heirs and charities.1 In too many cases, though, estate…
AdvicePeriod
AdvicePeriodApril 18, 2022
Tax Advantages of Roth IRA Conversions TaxesWorth SharingNews

Tax Advantages of Roth IRA Conversions

No one likes paying more taxes than necessary. When it comes to retirement investment accounts, one way to potentially pay less over the long run is to convert a pre-tax…
AdvicePeriod
AdvicePeriodApril 18, 2022
6 Reasons to Review Your Insurance Policies Worth SharingNews

6 Reasons to Review Your Insurance Policies

Wealth is painstakingly built but easily lost. Accidents, lawsuits, medical crises and other surprises can swiftly wipe out the most carefully laid financial plans. That’s why life, property/casualty and long-term-care…
AdvicePeriod
AdvicePeriodMarch 23, 2022
Federal Estate and Gift Tax Exemption to Sunset in 2025: Are You Ready? Worth SharingNewsEstate Planning

Federal Estate and Gift Tax Exemption to Sunset in 2025: Are You Ready?

The window for you and your family to transfer wealth to heirs and charities is wide open right now. For 2022, the federal estate and gift tax exemption stands at…
AdvicePeriod
AdvicePeriodMarch 23, 2022
Three Common Estate Planning Mistakes to Avoid Estate PlanningWorth SharingNews

Three Common Estate Planning Mistakes to Avoid

Estate planning helps with financial peace of mind by protecting family assets and helping ensure they’re distributed according to your wishes, in addition to playing an important role in maintaining…
AdvicePeriod
AdvicePeriodFebruary 17, 2022
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    AdvicePeriod is a brand utilized by Mariner, LLC and Mariner Platform Solutions. Investment advisory services are offered through Investment Adviser Representatives (“IARs”) registered with Mariner, LLC or Mariner Platform Solutions each an SEC registered investment adviser. For additional information about including fees and services refer to each entity’s Form ADV Part 2A. Registration of an investment adviser does not imply a certain level of skill or training.

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