September 8, 2020—The global health pandemic is a reminder of how quickly and unexpectedly significant health care issues can arise.
Emerald GEM 19: The Timely Benefits of a Health Savings Account
Emerald GEMS: Get Educated in Minutes
A weekly podcast series that helps you to plan for life’s major events
The current health and economic climates are raising important questions about your business, family, and wealth situation. Our new podcast series – Emerald GEMS – is meant to address some of your most pressing concerns in a clear, concise and actionable manner.
All Emerald GEMs Podcasts Episodes
Emerald GEM 18: The Importance of Asset Location for Greater Tax Efficiency
September 1, 2020—Where and how you save your money can play a large role in your after-tax return as well as the after-tax paycheck you may need in retirement. A good question to ask yourself is: How can I help improve the tax efficiency of my investments? Director of Investment Planning and Portfolio Implementation Michael McIntyre discusses the importance of asset location in addition to asset allocation.
Emerald GEM 17: The Importance of Asset Titling in Estate Planning
August 25, 2020—What is not necessarily top of mind, but also deserves careful consideration, is how the assets that will eventually comprise your estate are titled. This is because how assets are titled will impact how they are transferred at death, which can have a range of planning implications and possibly affect whether an estate plan ultimately achieves its intended goals and objectives.
