Retirement isn’t just about reaching a number or a specific age. It’s a significant life transition that requires preparation beyond financial planning. How do you shift from a lifetime of saving to spending? How do you build new communities and find purpose when work becomes optional? In this episode, Jamie Hopkins and Kate Duffy explore…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss the backdoor Roth IRA strategy and how to navigate income limits while building tax-diversified retirement savings.
Our experts unpacked a step-by-step guide to getting ahead of the upcoming tax season. We covered critical year-end actions, essential filing requirements, and strategic timing decisions that can significantly impact your tax liability. Whether you’re a pre-retiree, business owner, or managing family finances, this session provided actionable insights to help you stay ahead of key…
Leadership transitions often bring uncertainty, but with the right mindset, they can create opportunity and growth. How do you step into bigger roles with confidence? How do mentorship, values, and community shape the journey of a leader? In this episode of The Planning Perspectives Podcast, hosts Jamie Hopkins and Kate Duffy welcome Rodger Levenson, Chairman,…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss social security.
October is National Retirement Security Month—a great reminder to pause and check in on your financial security. Retirement planning is more than just numbers; it is about preparing for your life’s unexpected turns, protecting your loved ones and giving yourself the confidence to make choices that align with your values. Research shows individuals who plan…
As you accumulate wealth over a lifetime, complexity follows. Early in your career, financial planning may have consisted of budgeting, cash flow, building an emergency fund, and getting proper insurance in place. You may even engage an advisor for investing, an attorney to draft wills, or a Certified Public Accountant (CPA) to do your taxes….
Staying current on the evolving tax landscape is crucial for effective financial planning. Download our Annual Tax Planning Guide and Year-End Planning Checklist to help keep you informed and on track about current tax and legal regulations.
In this episode, Jamie Hopkins and Kate Duffy sit down with Chris Buccini, Co-founder of the Buccini Pollin Group (BPG), to explore how a local dream grew into a $6 billion enterprise. Chris shares lessons from three decades in real estate, the power of teamwork, and how hospitality drives business success. His story blends family,…
The passage of the “One Big Beautiful Bill Act” (H.R. 1) has many excited for extensions from the 2017 Tax Cuts and Jobs Act legislation. Others are feeling disheartened by the significant cuts made to important programs like Medicaid and SNAP. Regardless of your personal viewpoint, from a planning standpoint, it’s important to understand what…
Most people are familiar with traditional investments, such as stocks and bonds; however, alternative investments may be foreign to many investors. Although alternative investments can be traced back to the 1800s, they gained notoriety in the 1980s to protect assets from market volatility1. What are alternative investments? An alternative investment (also known as Alts) is…
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
Retirement is more than just saving—it’s about knowing how to turn those savings into steady, lasting income. In this webinar, we explored how sources like IRAs, 401(k)s, and Social Security can work together to fund your lifestyle. We also discussed how to estimate your monthly and annual income needs while planning for healthcare and other…
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss target date funds.
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss generational fiscal responsibility.
In our weekly video series we highlight important observations regarding the economy and the financial market.
As parents age, adult children often find themselves in the dual role of caregiver and financial planner — a balancing act that can be emotionally and financially taxing. This dynamic, frequently referred to as the “sandwich generation,” describes those who support their children while caring for aging parents. One crucial yet often overlooked aspect of…
In our weekly video series we highlight important observations regarding the economy and the financial market.
In today’s fast-paced world, planning for the unexpected is more important than ever, especially when it comes to our health and medical care. A living will serves as a vital safeguard for individuals and their loved ones, articulating one’s preferences for medical treatment in situations where they may be unable to voice those choices. This…
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss estate planning.
In our weekly video series we highlight important observations regarding the economy and the financial market.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss the differences between wills and trusts.
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