Category: Planning

How To Manage a Financial Windfall: An 8-Step Guide

Did you receive a financial windfall? Learn eight steps to address taxes, investments, retirement, family, and estate planning before making major decisions.

The Importance of Outsourcing to Serve High-Net-Worth Clients

Thoughtfully leveraged outsourcing enables advisors to coordinate expert teams and deliver a consistent high end experience.

Scaling Smart: Using Capacity to Guide Growth and Hiring

Understanding how that time is used—and whether it is being used effectively—is at the heart of efficiency. That’s where capacity comes in.

Education Planning for High-Net-Worth Families in a Changing Student Loan Landscape

Navigate the 2026 student loan changes with confidence. Discover how to optimize education funding, tax strategies, and legacy planning for your family.

How You May Benefit from Integrated Wealth-Management and Tax-Return Preparation Services

Discover how integrating wealth management with tax return preparation can optimize your after-tax returns and streamline your financial planning.

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9 Signs You’ve Outgrown Your Financial Advisor – And How to Choose the Right One

Wondering how to choose a financial advisor? Here are nine signs it may be time for a change, and what to look for in your next advisor.

Business Succession Planning Checklist: 9 Steps for a Successful Ownership Transition

A step-by-step business succession planning checklist to help protect valuation, reduce tax exposure, and align your exit with long-term wealth goals.

What Is Capital Gains Tax? 2026 Rates Explained

Capital gains tax isn’t just a line item on your clients’ returns; it’s a planning opportunity.

7 Things to Do After Your Divorce: A Post-Divorce Checklist

This easy 7-step post-divorce checklist outlines next steps that can help protect your finances, update legal documents, and move forward with confidence.

5 Reasons to Choose an Independent Trustee Over a Family Member

Why choosing an independent corporate trustee instead of a family member can help protect your estate and preserve personal relationships.

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6 Money Lessons for Raising Financially Responsible Children

Helping children build financial literacy early sets the stage for lifelong money confidence.

Using QCDs to Unlock the New Senior Tax Deduction

With the arrival of a new temporary senior deduction, those age 65 and older should start discussing ways to manage their modified adjusted gross income.

Save More on Taxes: Planning Strategies to Review Before Year-End

Tax planning shouldn’t be a task to push off until April. Many of the most effective tax strategies need to be implemented before the year-end deadline. Discover key tax planning steps you can take now to stay ahead and keep more of your income.

What’s the Difference Between Estate and Gift Taxes?

Avoiding estate taxes is top of mind for many clients who want to protect their wealth from unnecessary taxation and ensure their heirs inherit what they’ve worked hard to build. Here’s what you should know about estate taxes and gift taxes and how you can prepare for their impact on your wealth planning.

One Big Beautiful Bill: A Summary for Tax Planning

The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.

5 Reasons to Review Your Variable Universal Life Policy Every Year

Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is that there are steps you can take to help prevent surprises. Find out why reviewing your policy each year can make a difference.

Will vs. Trust: Which Best Protects Your Wealth and Legacy?

When it comes to securing your family’s future, both Last Wills and Testaments and Revocable Trusts offer unique advantages.

Costly Wealth Transfer Mistakes to Avoid

Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur.

How to Navigate Rising Homeowners Insurance Costs

With rates up 37.8% since 2019, rising home insurance costs can be challenging. The good news is homeowners have opportunities to manage them. Explore how your wealth advisor can help navigate insurance policy changes and protect your overall financial well-being.

You Just Received an Inheritance. Now What?

Losing someone we love is heartbreaking, yet such a storm may also come with a silver lining in the form of an inheritance. This article looks at some ideas for individuals to consider after receiving an inheritance.

A Partner to Grow With: Unlocking Elite Wealth Tools

In this webinar, our team shares how our core solutions can scale your practice into a business that unlocks expansion, profits, value, and freedom for any stage of your growth journey.

The Unfair Advantage: How to Enhance Your Business and Deliver Client Value

In this webinar, Chief Planning Officer Jeffrey Levine and Divisional Managers Ben Slater and Sean Brooks shared how our specialized Advanced Planning team can expand your economies of scale and bring confidence and personalization to every client planning session.

The Power of Partnership: How Outsourcing Can Enhance your Business

May 21, 12:00 p.m. CST

Members of our community share their stories of leveraging the resources of Focus Partners Advisor Solutions.

Year-End Tax Planning to Maximize Your Savings

In this session, Chief Planning Officer Jeffrey Levine will cover key year-end planning tips based on tax, inflation and market trends in 2024.

2025 Tax Planning: Considerations and Opportunities

While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.

Navigating Conversations About Inheritance With Adult Children

Many families will be getting together this time of year, and adult children will be coming home for the holidays. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses a key financial conversation to have with them.