Financial & Retirement Planning
The Right Strategies
to Fund Your Future.
Careful Retirement Planning to Make the Numbers Line Up With the Lifestyle.
Retirement isn’t an age, it’s a stage of life. Smart wealth management is at the core of a solid financial plan, but it’s not enough to secure financial freedom. At Maner Wealth, our retirement plan advisors take a holistic approach to creating a customized financial plan tailored to what you want to accomplish today, tomorrow and years from now.
Our retirement plan advisors create personalized income and investment strategies considering how long you need your money to last. What healthcare factors can potentially be an issue. Even tax planning and gifting strategies to protect your estate. We look at your entire financial life, on way to developing a detailed plan to help you get to where you want to be.
Gift Tax Strategies
High Net Worth Tax Planning
Using a combination of financial strategies, we’ll help you create a legacy that aligns with your personal values and goals.
You’ve worked hard for what you have and want to do what you can to ensure your wealth is transferred on effectively, so have our team create a strategy that considers all aspects of gift tax.
Giving back to meaningful causes and organizations is an important piece of a sound personal and financial strategy. Our team of experts works to ensure your financial donations benefit charities that are important to you, reducing your tax burden and increasing your ability to give back in the future.
We start by focusing on your individual and family goals, and then proactively identify tax savings opportunities.
When you’ve poured your heart and soul into your life’s work, the right plan is crucial to help your business live on.
Proposed Regs For Inherited IRAs Bring Unwelcome Surprises
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Selling Mutual Fund Shares: What are the Tax Implications?
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Important Cryptocurrency Related Proposals Included in Biden’s 2023 Budget Proposal
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Biden Administration’s FY 2023 Budget Plan Calls for Corporate, High Net Worth Individual Tax Hikes
The Biden administration’s fiscal year 2023 budget blueprint, released on March 28, consists of a mix of familiar proposals and…
Congress Eyes Further Retirement Savings Enhancements
In 2019, the bipartisan Setting Every Community Up for Retirement Enhancement Act (SECURE Act) — the first significant legislation related…
Establish a Tax-favored Retirement Plan
If your business doesn’t already have a retirement plan, now might be a good time to take the plunge. Current…
Crisis in Ukraine
Russia’s invasion of Ukraine sits at the forefront of international affairs and has sparked geopolitical, economic, and financial market uncertainty.…
The Impact of Forward Guidance on Stocks
The investment markets have evolved quickly since the beginning of the year, which seems to be led by inflation pressuring…