Financial Planning

  • Socially Profitable

    Contrary to popular opinion, the terms “responsible” and “profitable” are by no means mutually exclusive in the world of investing.

  • Charitable Giving

    Charitable giving can play an important role in many estate plans.

  • How the New Tax Law Impacts Your Home Mortgage Interest

  • Business Succession: Do You Have a Plan or a Wish?

    It may be an unsettling fact, but you won’t be running your business forever. You need to plan for that inevitability now—not five or 10 years down the road.

  • Generating Liquidity from Your Illiquid Assets

    If a sizable portion of your personal wealth remains tied up in your business, you’re likely taking on additional risk and putting pressure on your family’s cash flow situation. Here are two strategies that could help you generate much-needed liquidity.

  • Is Your Office an Asset or an Expense

    For many businesses such as legal and medical practices, the inherent advantages that come with also owning the real estate used for your operation are plentiful. Yet there are factors and considerations that may make leasing a more desirable option. What’s right for your firm’s needs?

  • Podcast: Manager Evaluation Due Diligence

    At SunTrust, the Investment Advisory Group provides market analysis insights and solutions designed to help clients meet their goals. This includes due diligence when it comes to manager evaluation.

  • 8 Behavioral Biases to Avoid

    Understanding these biases will help you avoid common pitfalls and remain on track for your long-term financial goals.

  • How Digital Tools Are Making Us Financially Savvier

    Every year, more and more people incorporate technology into their financial lives. According to a recent report from consulting firm EY, 1 in 7 digitally active consumers were using financial technology solutions in 2015. That number is now 1 in 3.

  • The Do-Everything Advisor

    There was a time, not that long ago, when investors turned to advisors to invest their money in equities and fixed income — and that was about it.

  • Wealth Challenges of Same-Sex Couples

    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.

  • Understanding the Financial Aspects of Divorce

    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.

  • Year-End Checklist

    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.

  • What to do with IRA Distributions You Don't Need for Income

    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.

  • 4 Common Tax and Estate Planning Mistakes of the Wealthy

    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.

  • A Table for Two

    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.

  • Goals-based planning: What it is and why you need it

    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.

  • The Executive Compensation Balancing Act

    For corporate executives, complicated compensation packages can result in highly concentrated company stock positions that create portfolio risk and may be difficult to liquidate.

  • Rational People: Irrational Decisions

    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.

  • What You Need to Know About Charitable Gifts and Taxes

    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.

  • How the Right Financial Plan Helps Manage Your Goals

    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.

  • 6 Key Priorities That Impact Financial Planning

    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

  • Impact Investing

    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.

  • 4 Steps for Women to Optimize Retirement Income Planning

    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.

  • Podcast: Staying the Course: Portfolio Management for the Long Term

    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.

  • Podcast: Turn Retirement Income Into a Positive Outcome

    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.