While recent rulings have eliminated many of the financial hurdles that were commonly associated with civil unions, some financial planning and estate planning challenges remain for LGBT couples.
Nobody wants to plan to fail, but the fact remains that marriages sometimes end. Failing to adequately plan for the possibility can have a devastating financial impact.
Making fourth-quarter adjustments to your investment and tax strategies can help keep your portfolio on track toward your financial objectives. Complete your 2017 year-end financial planning by following this checklist.
For most retirees, RMDs from IRAs provide essential retirement income. But for wealthy individuals, RMDs can prove more headache than help. This article will help you explore your options.
Even the wealthy aren’t immune to financial missteps, especially when it comes to tax and estate planning issues. Explore four common mistakes you need to avoid.
You’ve got a far greater likelihood of achieving your financial goals when both partners are active participants in making important decisions. Find out how.
For most people, investing for the future means very little in and of itself. But when those actions are aligned with specific goals they come to life.
For corporate executives, complicated compensation packages can result in highly concentrated company stock positions that create portfolio risk and may be difficult to liquidate.
Thoughtful, strategic investing is a marathon, not a sprint. And underperformance can often be chalked up to psychological biases. Understanding these biases is the first step to moving forward.
Do the holidays have you in a giving mood? Find out how you can lower your taxes, and also make a difference when you give to charity.
Having awareness of your current financial standing and an effective long-term plan can help you navigate life’s changing—and at times challenging—circumstances.
Private Wealth Management clients have specific financial goals and challenges that require periodic discussions, including retirement, managing cash flow and the transition of assets. Here are six of today’s top priorities, along with tips for working th
For investors looking to better align their portfolios with their social conscience, a growing number of impact funds provide a means of funneling capital to socially worthy endeavors.
By having early conversations with their financial advisors, women can ensure their retirement income supports the lifestyle they want. These four steps can help prepare you for that conversation.
The right financial plan and portfolio allocations can help you weather the ups and downs of the market. SunTrust’s Jennifer Capouya shares her insights for constructing a financial plan that aligns with your situation.
Joe Sicchitano, Senior Vice President and Head of Financial Planning for SunTrust Private Wealth Management, shares retirement planning tips and discusses the sustainable withdrawal rate.
Charitable giving can play an important role in many estate plans.
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