Financial Planning Archives - Conway Center for Family Business

Financial Planning

Financial Freedom: Building Wealth to Live the Life You Love

Article Provided Courtesy of Michael Beers, Financial Advisor, Senior Vice President, Morgan Stanley What does financial freedom mean to you? For some, it is synonymous with financial security. But, for others, the definition of financial freedom goes beyond money to include living with purpose, cultivating a healthy mind and spirit or being able to pursue …

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Your Responsibilities as a Retirement Plan Sponsor

A recent study revealed that more than six in 10 U.S. households reported that they had employer-sponsored retirement plans – that is, they had assets in Defined Contribution (DC) plan accounts, were receiving or expecting to receive benefits from Defined Benefit (DB) plans, or both.*It’s no wonder there are strict laws governing retirement savings plans. …

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Planning for the Unexpected: Protecting Yourself and Your Family with Estate Planning

For many of us, estate planning is something we know we should do but often manage to postpone until some indefinite time in the future. But, putting off this part of your financial life could mean passing over an opportunity to preserve the lifestyle you’ve worked so hard to create and to dictate your legacy …

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7 in 10 Advisors Say Navigating Interfamily Dynamics is the Hardest Part of Estate Planning

Seven In Ten Advisors Say Navigating Interfamily Dynamics Is The Hardest Part Of Estate Planning For HNW Families Key Private Bank’s Advisor Poll found that having no plan in place is the leading estate planning mistake Key Private Bank, the wealth management arm of KeyCorp (NYSE: KEY), released the results of its latest advisor poll, …

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Tax Season

Some reminders and tips on how to help protect yourself from identity theft this tax season from Conway Center Service Provider Gryphon Financial Partners. Do not respond to emails or phone calls from individuals or companies pretending to be the IRS especially if they exhibit threatening tones. The IRS does not call or email. They …

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Want to Keep More of Your Investment Returns? Consider These Moves

Taxes can shrink your realized returns from your investment portfolio, and yet, most investors don’t have a strategy in place for tax-efficient investing. Comprehensive tax reform passed late last year means many taxpayers are now in a lower tax bracket and will see higher take-home pay. Still, because of the tax law’s cap on state …

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Boosting Participation in Your Company’s 401(k) Plan

Boosting Participation in Your Company’s 401(k) Plan One rule of retirement investing is the earlier you start and the more you put away, the more you will potentially have for your later years – but convincing younger employees to make larger deferrals is not easy. You’ve probably seen the statistics touting the impact of steady …

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Planning for the Rising Costs of Health Care

Article by Morgan Stanley and provided courtesy of Michael L. Beers, Morgan Stanley Financial Advisor Longer lifespans and rising health care costs are driving investors to control their financial exposure to uncovered bouts of care – particularly in retirement. The United States spends more than $3 trillion a year on health care, or nearly $10,000 …

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Study Links Good Financial Habits to Achieving Happiness

Morgan Stanley’s Investor Pulse poll highlights that while most investors hold an optimistic outlook-worries about their financial futures remain. Courtesy of: Michael L. Beers, CIMA(R), CRPS(R) Senior Vice President Family Wealth Advisor Corporate Retirement Director Morgan Stanley Easton Phone Number: 614.269.3401 Web Address: fa.morganstanley.com/fortis From record-breaking stock market returns to falling unemployment, the U.S. has …

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