Blog
Read our latest blogs designed to help you navigate your financial life with greater confidence.
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Disability Insurance and Financial Planning: Protecting Your Income and Your Family’s Future
Most people do not like to think about the possibility of being unable to work because of a serious illness or injury. Yet for many Americans, this is a very real risk. According to the Social Security Administration, more than one in four 20-year-olds will become disabled and qualify for Social Security disability benefits before…
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Qualified Charitable Distributions: A Tax-Efficient Charitable Giving Strategy for Retirees
What Is a QCD? If you have investments in tax-deferred retirement accounts, such as traditional IRAs and employer-sponsored retirement plans, you may be required to take annual required minimum distributions (RMDs) once you reach age 73. These withdrawals begin as a relatively small percentage of your retirement assets but increase over time, potentially creating a…
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Redefining Retirement: A New Perspective for Women
Retirement is increasingly being viewed not just as a financial milestone, but as a transition into a different phase of life. This perspective shaped our inaugural Hightower Signature Women virtual conversation series, Redefining Retirement, hosted by Leda Zukowski, Head of the Advisor Advancement Institute at New York Life Investment Management. With women expected to play…
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“Third of Gen Xers, Half of Millennials Rely on Parents Financially: Study” featuring Ami Doshi
When Financial Support Becomes ‘Invisible’: Rethinking Independence Across Generations Financial support between parents and adult children is more common than many people realize. But in some cases, it can be harder to recognize than expected. In a recent ThinkAdvisor article, Ami Doshi, Director of Business Development at Hightower Signature Wealth, shared perspective on how financial…
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“Why High-Net-Worth Clients Need to Rethink Time, Health, and Wealth” featuring Andrew Connors
Many high achievers spend decades focused on building wealth. But according to recent insights, that pursuit often comes with a cost. In a recent InvestmentNews article, Andrew Connors, Managing Director at Hightower Signature Wealth, shared a perspective he has developed over years of working with high-net-worth clients: people often trade time and health to build…
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When Aging Parents Need Financial Help: A Family Guide
When you’re growing up, your parents are responsible for caring for you and helping you build a stable foundation for adulthood. But as you age, so do your parents, and the dynamic of who is helping whom can begin to shift. Over time, many adult children find themselves stepping into a caregiving role, supporting their…
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Mid-Year Financial Checkup: Staying on Track
With the year now halfway through, now is a great time to do a check on your finances to make sure you are progressing toward your goals and see if you need to make any adjustments based on life changes or change in financial status. Use this checklist to analyze your financial picture for this…
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If Your Personality Were a Destination, Where Would it Be?
Amie O’Brien | Advisor of VLX Travel As June arrives and summer travel season begins, many of us find ourselves dreaming about the perfect escape. The question is not simply where to go, but which destination best matches your sense of adventure, style, and curiosity. VLX Travel owner Amie O’Brien is here to help. She…
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Don’t Let Your Emotions Overrule Financial Sense
Rebuilding Home: Money Rule # 41 Deborah Feldman, CFP®Wealth Advisor, Managing Director Do you know a person who has a history of making poor, impulsive financial decisions, based on nothing more than a wish and a hope? Someone who believes that everything will be okay? Fortunately, I don’t know many people who fit this description,…
