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5 Myths About Generational Wealth You've Likely Heard

Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.

Maximize Your Medicare Deductions

December 12, 2022 Next Chapter Years Insurance Tax Planning By Advisor Laurence Hale

Medicare is a great benefit for retirees. Learn how to make the most out of your Medicare deduction with these tips.

Giving the Gift of Inheritance

December 1, 2022 Next Chapter Years Estate Planning By Advisor Laurence Hale High Net Worth

One of the most common financial goals people have is to set their children up for long-term financial success. For many, this involves establishing inheritances. Use these tips to help you start determining how to best distribute your assets.

End-of-the-Year Money Moves in 2022

November 7, 2022 Financial Planning Tax Planning By Advisor Laurence Hale

Changes in life and in the 2022 tax code could have a big impact on whether you’ll end up owing at tax time. Here's what to know and do before the end of 2022.

Investments Aren’t Enough – Why You Need a Strategic Financial Plan, Too

October 2, 2022 Balancing Act Years Next Chapter Years Business Owners Business Executives Investing Financial Planning By Advisor Laurence Hale High Net Worth

Here's how to begin building out that other critical half of wealth building – your own strategic financial plan – to get you on solid ground and on a clear path to where you want to be.

Why Hybrid Retirement May Be The Answer

September 27, 2022 Next Chapter Years Business Executives Retirement Planning By Advisor Laurence Hale

Early retirement can open new opportunities but it can also pose significant risks. Here's how hybrid retirement may offer the best of both worlds.

Positive Changes for Retirement Savings Could Be Coming

July 25, 2022 Balancing Act Years Next Chapter Years Retirement Planning By Advisor Laurence Hale

Whether you’ve just started saving for retirement or you’re already retired, you'll want to know about this.

5 Things to Consider Before “Buying Low” and Investing During a Market Downturn

July 17, 2022 Balancing Act Years Next Chapter Years Business Executives Investing By Advisor Laurence Hale High Net Worth

If you’re wondering if now’s a good time to invest, start by taking these considerations into account.

Tips to Protect Your Retirement Savings: Mid-Year Risk Management

July 11, 2022 Next Chapter Years Retirement Planning By Advisor Laurence Hale

It’s always important to check in on your investments, especially so when the market is volatile. Here are four important guidelines to keep in mind.

Could Inflation Affect Your Retirement Plans?

June 20, 2022 Next Chapter Years Retirement Planning By Advisor Laurence Hale

For some retirees, maintaining the savings and lifestyle they’d planned on is becoming a challenge due to inflation. Here's what you can do to help protect the value of your retirement funds.

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