Resources and Insights
10 Pre-Retirement Planning Keys
Retirement is a significant life milestone that marks the end of a long and fulfilling career. It is a time when individuals transition from working life to a period of leisure, pursuing personal interests, and enjoying the fruits of their labor. Preparing for retirement can be a daunting task, requiring careful planning and foresight to ensure financial stability and a comfortable lifestyle. Below, we will discuss the pre-retirement keys to success, outlining the critical steps individuals can take to help maximize their retirement years and strive to achieve financial success.
The Importance of Generational Planning
In today’s complex financial landscape, it is more important than ever to plan for the future—not just for ourselves, but for future generations. Generational planning helps ensure that wealth is preserved, managed, and passed on to children, grandchildren, and beyond in a way that refects your family’s unique values and goals. The Briggs Group at Plaza Advisory specializes in offering a full suite of generational planning services, tailored to help ensure that your family’s financial legacy is sustained for years to come.
Ways To Help Maximize Wealth Through Tax Planning
High-net-worth families face unique challenges in managing and preserving their wealth. One of the most critical aspects of wealth management is tax planning. Effective tax planning can significantly reduce the amount of taxes paid overtime, allowing families to grow, protect, and transfer wealth more efficiently. We believe, long term, that taxes not managed correctly are the largest drawdown on a portfolio and estate plan. Below, we will explore key tax planning strategies and tax-efficient investment approaches tailored specifically for high-net-worth families.