From charitable donations to funding retirement accounts and more, there are specific ways you could lower your 2023 tax bill. In our latest Planning Matters podcast, our experts reveal the steps to take before New Year’s Day.

Shareholders increasingly are engaging with company management to encourage sustainable initiatives that can drive long-term financial performance. In our latest podcast, Vice Chair Lisette Cooper discusses how and why shareholders approach management and draw attention to issues that align with their values.

The energy transition means the world is gradually moving toward sustainable energy resources, fueling investment themes and aligning with environmental, social and governance goals and values. Listen as our planning experts discuss how a long-term transformation in energy sources and usage can boost your portfolio while supporting your personal values.

From an IRA to a 401(k), a Roth IRA to a SEP IRA, there are a variety of ways to save for retirement. Listen as our planning experts discuss what they all mean and what might be the best and most tax-efficient path to ensure you have the assets you need when it’s time to retire.

More than just a financial plan, a comprehensive wealth plan coordinates all aspects of your financial life. Listen as our planning experts outline how a wealth plan lets you understand and consistently review your assets, cash flow, debt, taxes, liquidity and future wishes for your wealth.

New NIL (name, image, likeness) guidelines give student athletes several ways to pursue income and visibility. Listen as our planning experts discuss ways to gain NIL income, the taxes that come with them, and how to best manage your money once it starts coming in.

Take time to consider your options when deciding how to pass assets to your children. Is passing them outright, or in trust, your better choice? Listen as our planning experts discuss how, under the right circumstances, leaving assets in trust provides long-term benefits, control and peace of mind.

Mental impairment comes in many forms and is one of the most difficult things your family may face. Listen as our planning experts reveal some small yet important financial steps that can make a big difference in safeguarding your family's finances and minimizing emotional strain.

Deciding how much to spend each year in retirement can be tricky. Too much could compromise your goals. Too little and you’re not enjoying the benefits of your wealth. Listen as our planning experts discuss how your retirement withdrawal rate impacts your lifestyle and has investment, wealth transfer and tax implications.

Once children understand financial basics, it will benefit them for the rest of their lives. But how do you get them to take an interest? Listen as our experts reveal how to talk to children about your family’s financial values, help build a money vocabulary, understand financial basics and facilitate ongoing communication.