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Planning

Investing for Financial Goals with Different Time Horizons

Learn about investment opportunities for goals with different time horizons.
As with any other type of goal setting, start with the end in mind.
Videos

Q&A with SVB's Head of Asset Management

Phillip Neuhart, Director of Market and Economic Research at First Citizens, and Patty Kao, Head of Silicon Valley Bank Asset Management, discuss SVB's Asset Management services, their future partnership, fixed income markets and potential investor opportunities.
Insurance

High-Net-Worth Property Insurance Considerations

Learn about insurance considerations specific to high-net-worth properties.
With higher-value homes—and what’s stored inside them—come a greater need to ensure they’re adequately covered for the risks associated with homeownership.
Business Owner Interest

Building a Business Exit Strategy

When it comes to business exit planning, it's important to start early. Following this 3-phased process makes planning more straightforward.
Having an established exit plan in place long before you think you’ll need it can also help soften worst-case scenarios.

Nerre Shuriah

JD, LLM, CEPA | Senior Director of Wealth Planning

Planning

Forming a Cohabitation Agreement

Learn how you can protect your assets and secure your future with a cohabitation agreement.
Without a cohabitation agreement in place, there's no clear framework for resolving disputes or dividing assets in the event of a breakup or death.

Gregory Wesley-Shanks

CFP | Wealth Paraplanner

Planning

Financial Literacy for Kids

Explore the benefits of teaching financial literacy to kids, along with challenges and fun activities to make learning easy.
When teaching your kids financial literacy, include them in your money conversations at different ages to help bring consistency to their own money journey.

Nerre Shuriah

JD, LLM, CEPA | Senior Director of Wealth Planning

Planning

Q&A: Frequent Portfolio Concerns

Understand frequent investment portfolio concerns, especially during times of volatility, to set yourself up for long-term success.
Business Owner Interest

Crucial Steps for Generational Succession Planning

Transitioning a family business from one generation to the next? Generational succession planning can help.
Planning for a prosperous generational transition involves many steps, but there are three critical milestones owners should consider to achieve intended outcomes.

Nerre Shuriah

JD, LLM, CEPA | Senior Director of Wealth Planning

Planning

Available Tax Deductions Without Itemizing

Deciding whether or not to itemize deductions this tax year? Here's how it compares to taking the standard annual deduction.
Recent changes to the standard deduction amount—along with restrictions on some itemized deductions—have altered options when it comes to filing tax returns.

Walt Reed

First Citizens Director of Trust & Estate Tax

Estate Planning

Retirement Account Beneficiaries: What You Need to Know

Choosing beneficiaries for your retirement accounts is different from other assets distributed via your will. Here's what you need to know.
You have many options when planning how your retirement accounts will transfer.
Planning

Addressing the Gender Pay Gap

Learn about various ways women and employers can help mitigate the gender pay gap.
While the gender pay gap has been slowly closing over the years, it still survives with women earning 82 cents for every dollar a man earns for the same work, but that doesn't tell the whole story.

Nerre Shuriah

JD, LLM, CEPA | Senior Director of Wealth Planning

Retirement

How Do Required Minimum Distributions Work?

Get answers to frequently asked questions about how required minimum distributions work.
An RMD is the amount set by the federal government that you're required to withdraw from certain types of retirement accounts each year.
Planning

Things to Consider If You Got a Raise or Bonus Last Year

Earn a raise or bonus in 2022? Understand the financial implications so you're not stuck with interest or penalties come tax time.
Take time to celebrate your hard work that earned you a bonus and raise for this year—but also don't forget to be proactive about your new tax situation.

Walt Reed

First Citizens Director of Trust & Estate Tax

Business Owner Interest

Ideas for Business Owners During Difficult Economic Times

With smart planning, your business can be a source of retirement income for you and a legacy for your family or community.
When stressful decisions arise, turning to a business financial plan can help.

Nerre Shuriah

JD, LLM, CEPA | Senior Director of Wealth Planning

Planning

2022 Year-End Planning Guide

Review your financial plan and consider options to protect your wealth with our 2022 Year-End Planning Guide.

Nerre Shuriah

JD, LLM, CEPA | Senior Director of Wealth Planning

Retirement

How High Income Earners Can Save for Retirement

The backdoor Roth IRA strategy opens opportunity to higher-income individuals despite income limits.
The backdoor Roth IRA strategy can be a viable alternative to save and invest for retirement.

Showing 17 - 32 of 50 results

Showing 17 to 32 of 50 results

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