Corient

The recently passed Social Security Fairness Act will enhance #pension benefits for many #retired Americans who had worked in public service. Learn about this new Act to see if it applies to you and how it may impact your #retirementfinances. https://ow.ly/Fwjz50V24pM

Could you get burned by #cryptocurrency? It’s hard to ignore the astronomical #returns produced by some crypto assets. But in a new #market with little regulation, there’s a real risk of price swings, #hacking and #scams. Here’s what to look out for.  https://ow.ly/6jwF50V246v

Most people know that #estateplanning is important, but many don’t have such a plan — not even a will. Find out how to ensure your wishes are documented and help ease the burden on your loved ones should you become incapacitated or die. https://ow.ly/EGc250V242y

#Businessowners have been watching the ongoing legal battle around the Corporate Transparency Act (CTA) with great interest, as it may require them to provide significant new disclosures. Here is the latest update on this developing story. https://ow.ly/f09J50V23So

After many years of hard work, who doesn’t want a great #retirement? Among other things, that means having enough money and #cashflow to meet your wants and needs. We discuss five proven ways you can build a strong #retirementplan. https://ow.ly/Yxzx50UW0ci

Everyone wants to save on #taxes, so it might be tempting to make a #RothIRA conversion that has the potential to lower your overall #tax burden. We look at how Roth conversions work and things to watch for as you consider this strategy. https://ow.ly/9EUh50UTFy7

If your #wealthtransfer needs go beyond simply passing along #cash and #assets to the next generation, consider family limited partnerships for your estate plan. We discuss how this advanced technique works and what complexities to watch for. https://ow.ly/SJbv50URmlX

As we turn the page on 2024, let’s review the year’s final quarter and set the stage for 2025. There was no shortage of #economic and geopolitical drama in 2024, but overall the #markets fared well and provide some cause for optimism in 2025. https://ow.ly/cyop50UM8Iu

Eric Bodner, Partner and Wealth Advisor at Corient, shares his proactive approach with Steve Garmhausen of Barron's Advisor in addressing clients' concerns amid the California #wildfires. He also highlights the importance of guiding clients to make thoughtful decisions, especially in the wake of a catastrophic event. Log in to read more: https://lnkd.in/e5EjYXYn

We’re excited to share that the multi-family office business of Geller & Company has joined Corient, reinforcing our presence in one of the nation’s largest markets and deepening our family office capabilities. Read more here: https://lnkd.in/eb9n9h6X