Corient

How did the U.S. #economy fare in the first half of 2024? What might be ahead during this highly #volatile time? Read our mid-year #economicupdate to see how our experts make sense of recent events and to find out how the near future may unfold. https://ow.ly/sC9o50SsV74

#Retirement may look like one big vacation, but many retirees get bored or burned out caring for aging parents or chasing grandkids around. Here’s why #retirees still need to go on #vacation and some tips on how to do it right. https://ow.ly/xk5h50SsUsv

Is now the time to #sell your dental practice? With #privateequity firms snapping up #dentalpractices, you may feel tempted. But before you commit, here are three questions that can help make sure it’s the right decision at the right time for you. https://lnkd.in/emr-KgPP

What if your #vacation home got blown away – literally? Between extreme weather events, ongoing litigation, and insurer closures, #insuring a vacation home can be more expensive than ever. Here are some tips for protecting your #assets. https://ow.ly/hs0O50Sq6Pn

Life insurance can mitigate many #financial risks and help protect loved ones in the event of unforeseen circumstances. Don’t be caught unprepared. We explore four scenarios where having #lifeinsurance may make sense for your family. https://ow.ly/pw4b50SkkFC

Should you keep the marital house? In a #divorce, there can be many difficult decisions to make based on your #finances, your family dynamics and each party’s wants and needs. Here are four things to consider when it comes to the house. https://ow.ly/GS4C50SkkwR

Summertime and the urge to #travel often go hand in hand. When traveling abroad, it’s important to be safe and financially responsible. From #insurance to currency exchange to choosing credit and debit cards, we offer practical travel tips. https://ow.ly/fGUg50Skk58

On June 19, 1865, two and a half years after the Emancipation Proclamation, enslaved people in Texas were informed that they were free. Corient recognizes the importance of #Juneteenth, and we celebrate this holiday as a time to reflect and commemorate freedom.

“The Game of Life” is just that: a game. But trying to navigate #finances in real life is challenging for couples, and more so for #LGBTQ+ couples. We highlight five conversations that may lead to a stronger, more harmonious #financialfuture. https://ow.ly/b6zT50SkkeN

Taxes can erode long-term #wealth, which is why #tax-efficient vehicles like traditional and Roth IRAs remain popular. If you’re a higher-income earner who’s not eligible to make Roth IRA contributions, consider the backdoor Roth #IRA strategy. https://ow.ly/jeQR50Sfr0X