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Personalized wealth management for financial wealth of life.
2026 Tax Law Changes Reduce Donor-Advised Fund Tax Deductions
2026 Tax Law Changes Reduce Donor-Advised Fund Tax Deductions
If you have a DAF account or plan to open a DAF, take advantage of current tax law. The donor advised funds tax deduction is curtailed in 2026.
Investing in Alternative Assets: Pros and Cons
Investing in Alternative Assets: Pros and Cons
Some people invest in alternative investments to diversify a portfolio of stocks and bonds. But alternative assets aren't a good fit for everyone.
Why a Dynamic Spending Strategy Beats Fixed Withdrawals in Retirement
Why a Dynamic Spending Strategy Beats Fixed Withdrawals in Retirement
How to create a dynamic spending and withdrawal strategy. View average retiree spending and chart of income replacement needs based on salary.
What to Do with Profits from Home Sale or Investment Property
What to Do with Profits from Home Sale or Investment Property
What to do with proceeds from selling an investment property and where to put money from house sale. Build wealth and your retirement savings.
Goal-Based Investment Planning | Build Wealth, Don't Chase the Market
Goal-Based Investment Planning | Build Wealth, Don't Chase the Market
Goal-based investing can help you retire early, save for a child's education, buy a home or second home.
How to Financially Prepare for Divorce: Checklist and Expert Tips
How to Financially Prepare for Divorce: Checklist and Expert Tips
Top Ten Companies by Market Cap | Disciplined Investing Strategies
Top Ten Companies by Market Cap | Disciplined Investing Strategies
How to Leave a Legacy | Tax-Smart Charitable Gifting Strategies
How to Leave a Legacy | Tax-Smart Charitable Gifting Strategies
Looking for ways to leave a meaningful legacy? Roth IRAs for minors, a donor-advised fund and a 529 plan for grandchildren are a few options.
2025 Budget Reconciliation Bill: What Individual Tax Payers Need to Know
2025 Budget Reconciliation Bill: What Individual Tax Payers Need to Know
The 2025 budget reconciliation bill explained: including changes to the child tax credit, gift and estate tax, SALT deduction.
How to Transfer Assets Into a Trust (and One to Keep Out)
How to Transfer Assets Into a Trust (and One to Keep Out)
The best assets to put in a trust, how to move assets into a trust and transfer property. Assets you shouldn't put in a trust.
Roth Conversion Rules and the Best Time to Convert
Roth Conversion Rules and the Best Time to Convert
International Portfolio Diversification: Considerations and Historical Context
International Portfolio Diversification: Considerations and Historical Context
Gifting Money to Family and Donating Stock to Charity: Tax Tips
Gifting Money to Family and Donating Stock to Charity: Tax Tips
Gift Giving Guide
Gift Giving Guide
The free Smart Giving Playbook will help you make each gift go even further—both for the causes you care about and for your financial future.
The Impact of Tariffs on the Stock Market and US Economy
The Impact of Tariffs on the Stock Market and US Economy
How will Trump's tariffs affect the stock market and US economy? Read expert insights and review historical charts.
IRA Beneficiary Designations: Reasons not to Put Your IRA in a Trust
IRA Beneficiary Designations: Reasons not to Put Your IRA in a Trust
Making a trust your IRA account beneficiary can create a big tax bill for your heirs. Donate your IRA to charity and maximize your legacy.
How to Diversify Your Portfolio and Why Diversification Is Important
How to Diversify Your Portfolio and Why Diversification Is Important
Charts showing the benefits of a diversified portfolio, how to diversify your portfolio and tips for Roth IRA and 401k diversification.
Retirement Planning Tips for Singles and Single Parents
Retirement Planning Tips for Singles and Single Parents
Planning for retirement as a single person or single parent requires additional considerations. Our top financial planning tips for singles.
401k Loan Rules, Consequences of Early Withdrawals
401k Loan Rules, Consequences of Early Withdrawals
Social Security Fairness Act HR 82 Explained With Examples
Social Security Fairness Act HR 82 Explained With Examples
What is the Social Security Fairness Act (HR 82), who qualifies and how will it affect retirees with pensions and their spouses? WEP and GPO explained.
Avoid Outliving Your Savings | Dynamic Spending vs. The 4% Rule
Avoid Outliving Your Savings | Dynamic Spending vs. The 4% Rule
Where to Invest When Interest Rates Fall | Wealth Management
Where to Invest When Interest Rates Fall | Wealth Management
When to Take Social Security | Break-Even Age Chart and Examples
When to Take Social Security | Break-Even Age Chart and Examples
Tax Loss Harvesting Rules, Strategies and Examples
Tax Loss Harvesting Rules, Strategies and Examples
Retirement Savings by Age: Charts Show Benefits of Investing Early
Retirement Savings by Age: Charts Show Benefits of Investing Early
Year-End Checklist: Tax Planning, Portfolio Rebalancing
Year-End Checklist: Tax Planning, Portfolio Rebalancing
What to Do With Large Inheritance | Minimize Taxes on Inherited IRA
What to Do With Large Inheritance | Minimize Taxes on Inherited IRA
Financial Planning for the Sandwich Generation
Financial Planning for the Sandwich Generation
Tax Strategies for Estates Below the Federal Estate Tax Threshold
Tax Strategies for Estates Below the Federal Estate Tax Threshold
What To Do (and Not Do) After Being Laid Off
What To Do (and Not Do) After Being Laid Off
Top Ten Companies by Market Cap | Disciplined Investing Strategies
Top Ten Companies by Market Cap | Disciplined Investing Strategies
How to Prepare for Aging Parents | Questions to Ask
How to Prepare for Aging Parents | Questions to Ask
The Pros and Cons of Consolidating Multiple 401k Accounts
The Pros and Cons of Consolidating Multiple 401k Accounts
Estate Plans | Donor-Advised Funds and Generation-Skipping Trusts
Estate Plans | Donor-Advised Funds and Generation-Skipping Trusts
The Bobby Bonilla Retirement Plan
The Bobby Bonilla Retirement Plan
Discuss Your Estate Plan With Your Family | Avoid Lawsuits, Protect Your Assets
Discuss Your Estate Plan With Your Family | Avoid Lawsuits, Protect Your Assets
Reduce Taxable Income | Donor-Advised Funds, QCDs and More
Reduce Taxable Income | Donor-Advised Funds, QCDs and More
How to Invest When the Market is High | Retirement Planning
How to Invest When the Market is High | Retirement Planning
Our Community
Our Community
Blog: Navigate Common Financial Challenges
Blog: Navigate Common Financial Challenges
Assembly Wealth New Website
Assembly Wealth New Website
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