Posts by Marissa Barnhill
How Life Insurance Can Help Protect Your Retirement SavingsÂ
Retirement savings represent the cornerstone of your financial future, offering the freedom to enjoy this important phase of life without financial stress. However, protecting these savings from unforeseen risks is…
Read MoreTop Life Insurance Myths Debunked: What to Know
When it comes to financial planning, life insurance often plays a crucial yet sometimes overlooked role. While you may have substantial assets and a robust investment portfolio, life insurance provides…
Read MoreRising Costs in Retirement: 5 Expenses to Consider Planning For
As retirement approaches, many expect living costs to decrease due to several factors. Housing expenses may drop as mortgages are paid off or through downsizing and relocating to lower-cost areas.…
Read MoreHow Elections Can Impact Your Retirement Savings
In a world where political changes are inevitable, the dream of a thriving retirement remains constant. The shifting tides of elections can introduce uncertainty, but your retirement savings don’t have…
Read MoreWashington’s Debate: The Future of Retirement Account Taxation
In the heart of Washington, a brewing battle is unfolding—one that could reshape the very foundations of your financial future. As lawmakers debate and draft proposals, the future of retirement…
Read MoreFuture-Proofing Your Retirement: Navigating Tax Changes
Planning for retirement is a crucial part of building your future. It’s not just about saving enough money to live comfortably; it’s also about making sure your savings are as…
Read More7 Must-Ask Questions for a Tax-Smart Retirement
One hopes retirement will include financial peace of mind. Yet, lurking in the shadows of your retirement dreams could be an unforeseen challenge—taxes. This is a silent factor that could…
Read MorePrivate Banking vs. Wealth Management: Key Differences Explained
In recent years, the demand for personalized financial services among high-net-worth individuals (HNWIs) has surged. According to a report by Capgemini, the global HNWI population grew by 5.1% to 22.8…
Read MoreWho Are High-Net-Worth Individuals?
High-net-worth individuals (HNWIs) are defined by their substantial financial assets, typically amounting to $1 million or more in liquid assets (assets that can be quickly and easily converted into cash).…
Read MoreVenture Capital and Angel Investing: Opportunities for High-Net-Worth Individuals
In the ever-evolving landscape of wealth management, high-net-worth individuals (HNWIs) are constantly seeking new avenues to grow and diversify their portfolios. Among the variety of investment options available, venture capital…
Read More