Latest Content

Sustaining Wealth Over a Lifetime: Advice for the Next Generation

Rachel Ling, CFP® |
Emerald GEMs

Nov. 2, 2021—Regardless of when you receive an inheritance or earn your income, sustaining wealth over your lifetime takes deliberate planning. It is important to follow a budget that is carefully designed to help you achieve your goals. In today’s podcast, Wealth Planning Analyst Rachel Ling of Wilmington Trust’s Emerald Family Office & Advisory, discusses smart budgeting strategies to help your money last throughout your lifetime.

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COVID-19, Your Divorce, and Your Financial Future

William T. Bennett, CFA and Christy L. Watkins, CFA |
Wealth Planning
Great concept of divorce in quarantine due to the 2019 coronavirus pandemic. Face mask cut in half with wedding rings.

The long-term impacts of the COVID-19 pandemic are numerous and far-reaching. It will likely take time to fully comprehend how much everyday life has changed since March 2020. From doorstep grocery delivery to virtual meetings, there are positive and negative aspects to which individuals are still adjusting. After living in close quarters through quarantine, it may come as no surprise that many marital partners are considering divorce.

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How To Make Your 401(k) Plan Reviews More Effective

Corporate & Institutional

Plan reviews are an important part of the role of a Plan Sponsor. Depending on the type and complexity of the plan, there may be a number of different aspects to consider during this review. Do you have a Retirement Plan Committee?  Are you covering the right topics?  Have you conducted an investment review?  Having a Retirement Plan Committee can help keep the administration of your plan running smoothly.

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