News & Insights
Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits
December 5th, 2025
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Financial & Retirement Planning |
High Net Worth
With Notice 2025–67, the IRS has issued its 2026 inflation-adjusted retirement plan contribution limits. Although the changes are more modest than in recent years, most retirement-plan-related limits will still increase […]
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What Is Tax-Efficient Wealth Management?
August 11th, 2025
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By Steven Guipe |
Financial & Retirement Planning |
Strategy and Planning |
Tax |
Wealth Management |
High Net Worth
Why Working with Maner Makes All the Difference When it comes to managing wealth, it’s not just about what you earn—it’s about what you keep. Tax-efficient wealth management is a […]
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Smart Financial Planning During Market Volatility
April 29th, 2025
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By Michael Nordmann |
Financial & Retirement Planning |
High Net Worth |
Wealth Management |
High Net Worth
How to Navigate Tariffs, Politics, and Economic Uncertainty When markets are volatile and headlines scream uncertainty, the instinct is to pull back. Business owners often shift their strategy, reduce exposure, […]
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An Essential Tax Deadline is Coming Up – And It’s Unrelated to Your 2024 Return Filing
April 10th, 2025
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Financial & Retirement Planning |
High Net Worth |
Tax |
High Net Worth |
Small & Midsize Businesses
Tuesday, April 15 is the deadline for filing your 2024 tax return. But another tax deadline is coming up the same day, and it’s essential for certain taxpayers. It’s the […]
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Taming the Tax Tangle if You’re Retiring Soon
February 13th, 2025
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Financial & Retirement Planning |
High Net Worth |
Tax |
High Net Worth
Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of […]