Corient

How should you balance #spending and #saving? The answer will vary from person to person and month to month. What matters is knowing your priorities and the numbers so you can customize your budget in a way that lets you live life to the fullest. https://ow.ly/uR0L50T3Shk

If you’re a #high-income earner who has maxed out your regular 401(k) and #IRA contributions, we share a strategy to help you save even more. Learn about mega backdoor #RothIRAs to see if they could be suitable for your circumstances. https://ow.ly/ZfjT50T3SlT

Are you about to become the parent of a #collegestudent? If so, the shift can be both emotional and #financial. Here are some tips to help make all those #529 College Savings Plan contributions pay off while avoiding some common pitfalls. https://ow.ly/CgYr50T3RIq

While offering financial support to #charities seems straightforward enough, the #tax impact could vary by the method you choose. From QCDs and DAFs to private #foundations and charitable trusts, we look at some tax-efficient ways to give. https://ow.ly/OQo250SZ0KI

How should you balance #spending and #saving? The answer will vary from person to person and month to month. What matters is knowing your priorities and the numbers so you can customize your #budget in a way that lets you live life to the fullest. https://ow.ly/ioyN50SWKxS

If you hold employee #stockoptions, we believe it’s important to understand what leverage is and the significant impact it may have on your #wealth. Here are some practical illustrations of the risks and opportunities that you may face. https://ow.ly/NCKQ50SVWz4

Using clichés when discussing #estateplanning might seem trite, but they can also be an effective way to broach the topic and understand why estate planning is important. We offer up three clichés to ponder when building your estate plan. https://ow.ly/bsCJ50STX0e

We are excited to announce the appointment of Francisco Tobias as Partner & CFO of Corient. Francisco brings more than 25 years of experience in global finance and corporate strategy, and is joining us from Citigroup, where he served as CFO for Europe, Middle East and Africa. He also spearheaded Citi’s finance modernization, governance, and technology transformation giving him deep knowledge of data management, regulatory reporting, and capital planning. Francisco was also CFO of Citibanamex and Latin American Region, Citi’s Mexican subsidiary, and Mexico’s second-largest bank, giving him valuable public company experience. Our ability to attract high-caliber talent like Francisco demonstrates the excellence of Corient and the appeal of our vision of building the country’s leading ultra-high net worth wealth manager. His appointment is a critical building block toward realizing our goal and we are thrilled to welcome him to Corient.

If you’re leaving your job, you may have a choice between remaining in your current 401 (k) plan or rolling your #investments over to an individual #retirement account (#IRA). Here are five reasons to consider a rollover. https://ow.ly/UgH950SRyEf

What should your #networth be? While everyone will have unique goals, here’s a look at how using multiples of your salary or your spending over decades can help you establish a game plan to bring your personal goals to fruition. https://ow.ly/tnbH50SQ5w7