Make sure that what you're planning next fits your wealth management plans. Get the tips and insights to help.
Books for Your 2024 Holiday Reading
The holidays are a great time to catch up on your reading, whether you’re relaxing at home, skiing in the mountains, or recharging any other place where you get away. But while a good thriller or romantic novel is always a solid choice, so is a well-written book that helps develop our skills or expand our knowledge of the world. We asked our Wealth Institute team to help us curate the perfect holiday reading list for 2024. Here are the books they thought you might enjoy.
2024 Charitable Giving Guide
One of the most meaningful aspects of accumulating wealth is the ability to give back in significant, influential ways. Families and individuals donate for a whole host of reasons, and taking advantage of tax breaks is low on the list of motivations.
The Doctor Will See You Now
Just as health care adopted AI for patients, the wealth management industry is embracing the technology for your financial wellness.
How to Prepare for the Financial Implications of a Divorce
Sometimes divorce is a necessary step but it is often accompanied by a web of financial implications and complications that extend beyond the initial division of assets and debts. Understanding these intricacies is essential to making informed decisions that safeguard your financial well-being during and after this challenging period.
Preparing for Parenthood
So, you're about to become a parent. Congratulations! Parenthood may be one of the most rewarding experiences you'll ever have. As you prepare for life with your baby, here are a few things you should think about.
The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).
Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates.
This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy.
KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice.
The summaries, prices, quotes and/or statistics contained herein have been obtained from sources believed to be reliable but are not necessarily complete and cannot be guaranteed. They are provided for informational purposes only and are not intended to replace any confirmations or statements. Past performance does not guarantee future results.
Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank.
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