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In Retirement, Cash Flow is King RetirementTaxes

In Retirement, Cash Flow is King

We’ve all heard the expression “cash is king.” When it comes to retirement, it’s cash flow that’s king. Knowing you’ll have enough reliable income to cover your expenses, not just this year…
AdvicePeriod
AdvicePeriodFebruary 20, 2025
Major Tax Changes Hang in the Balance Taxes

Major Tax Changes Hang in the Balance

The 2017 Tax Cuts and Jobs Act (TCJA) was a major overhaul of the tax code, roughly doubling the estate-tax exemption, lowering income tax rates in most brackets, capping state…
AdvicePeriod
AdvicePeriodFebruary 20, 2025
February 2025 Market Commentary FebruaryMonthly Market Commentary

February 2025 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Resilience Amid Technological Disruption and Policy Shifts Key Observations The…
AdvicePeriod
AdvicePeriodFebruary 11, 2025
Tariffs: What You Need to Know Investing

Tariffs: What You Need to Know

Tariffs have been in the news lately, sparking discussion and raising questions about potential impacts on the economy and investment portfolios. Here’s what you need to know. How Tariffs Work…
AdvicePeriod
AdvicePeriodJanuary 21, 2025
Early Retirement: Should You Consider a Roth Conversion? Retirement Planning

Early Retirement: Should You Consider a Roth Conversion?

You may know that there are several good reasons to consider converting your traditional IRA to a Roth IRA from both a tax-planning and an estate-planning standpoint. But when is…
AdvicePeriod
AdvicePeriodJanuary 21, 2025
January 2025 Market Commentary JanuaryMonthly Market Commentary

January 2025 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod TeamKey Observations The S&P 500 index posted impressive gains of over…
AdvicePeriod
AdvicePeriodJanuary 10, 2025
Consider a “Bucketing” Retirement Strategy Retirement Planning

Consider a “Bucketing” Retirement Strategy

If you’ve saved enough for a secure retirement, congratulations! But accumulating sufficient assets is just part of the story when it comes to setting yourself up for a comfortable retirement.…
AdvicePeriod
AdvicePeriodDecember 11, 2024
A Year-end Wealth Review Checklist Wealth Planning

A Year-end Wealth Review Checklist

The final month of the year is synonymous with holidays, get-togethers and general busyness. But these last few weeks of 2024 are also a crucial window to make sure you’re…
AdvicePeriod
AdvicePeriodDecember 11, 2024
December 2024 Market Commentary DecemberMonthly Market Commentary

December 2024 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Positive Sentiment Drives Markets Higher Gains Fueled by Tech and…
AdvicePeriod
AdvicePeriodDecember 9, 2024
Charitable Giving: Specialized Trusts Tailored to Your Goals Charitable Giving

Charitable Giving: Specialized Trusts Tailored to Your Goals

Trusts are powerful tools for estate planning, including charitable giving. They can deliver tax benefits, allow their creators control over asset distribution and even provide ongoing income. But while all…
AdvicePeriod
AdvicePeriodNovember 18, 2024
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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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