2015 Wealth Management Guide

This guide is designed for individuals, families, executives, business owners, and retirees looking for financial guidance. We compiled our wealth advisory articles to make it easy for you to gain insights on a variety of related topics, including retirement, investing for the long term, life insurance, estate and gift planning, business transitions, risk management, and key tax information for 2014 and 2015.

You can read the following articles individually or download the complete wealth management guide and our white paper on private investments.

Inside the guide
Planning for a Meaningful Retirement Starts With a Vision	Achieve Your Retirement Vision: Focus on What You Can Control
Your Investment Portfolio, Market Volatility, and the Sequence of Returns	How Domicile is a Wealth Factor When You Retire to Another State
Retirement, Baseball, and the Real Future of Social Security	File and Suspend: Maximize Social Security With Spousal Benefits
Deferred Income Annuities Offer Pension-Like Retirement Benefits	Life Insurance: A Retirement Strategy With Tax Savings for High Earners
Connecting Your Estate and Financial Plans	Tax-Smart Tips for Handling Your IRA and Estate Plan
Using a Trust in Financial Planning: Nonfinancial Questions to Consider	Income Tax Implications of Grantor and Non-Grantor Trusts
Make Use of the Gift Tax Exemption With Spousal Access Trusts	Credit Shelter Trusts Versus Portability in Estate Planning
You’ve Been Asked to be the Executive for an Estate. Now What?	Avoid Some of the Pitfalls of Sudden Wealth With Proactive Tax Planning
Helpful Steps to Consider When Selling Your Business	Leadership Transition Is a Risk Management Issue
Legislation Extends Tax Provisions for Individuals and Businesses in 2014	Key Information for the 2015 Tax Year

Download Wealth Management Guide
Download Private Investment White Paper

Tony Hallada, CEO, CliftonLarsonAllen Wealth Advisors, LLC
tony.hallada@CLAconnect.com or 612-376-4529

Bob Gibson, CPA, Principal, Private Client Tax
robert.gibson@CLAconnect.com or 630-368-3602