Advanced Planning Archives - Sensenig Capital Advisors

Advanced Planning Early to Mid-Career

October 30, 2025

Educating the Next Generation About Family Wealth Management

Over the next few decades, an enormous amount of wealth is expected to pass from older to younger generations. This has been dubbed the “Great Wealth Transfer,” and one estimate…

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Advanced Planning Approaching Retirement

October 1, 2025

Client Question: What Should I Do With an Inherited IRA?

Inheritances come in all shapes and sizes, whether an heirloom left to you by a loved one or a life-changing financial windfall. Regardless of the form it takes, figuring out…

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Advanced Planning Approaching Retirement

September 3, 2025

A Note on the New Tax and Policy Bill

Congress recently passed a sweeping tax and spending policy bill with lots of long-term implications. Much of the news coverage has focused on its difficult legislative path and the potential…

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Advanced Planning Approaching Retirement In Retirement

May 27, 2021

Breaking Down IRAs

Individual retirement accounts (IRAs) are a type of tax-advantaged account that can help you boost your retirement savings. The most common IRAs you’ll choose from are traditional and Roth IRAs.…

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Advanced Planning Early to Mid-Career Investment Consulting

May 27, 2021

Automated Investing vs. Human Guidance

When you’re looking for help managing your investment portfolio, you have a decision to make: Should you work with a financial advisor or a robo-advisor? A financial advisor is a…

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Advanced Planning Approaching Retirement Uncategorized

May 21, 2021

Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning

In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an…

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Advanced Planning Early to Mid-Career

May 20, 2021

Tips for Making the Most of Your Inheritance

Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that will be left to Generation…

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Advanced Planning Approaching Retirement

May 20, 2021

Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning

Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no…

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Advanced Planning

May 15, 2018

Charitable Giving Under New Tax Laws

Now that the 2017 tax season is a wrap for most Americans, it’s time to start contemplating how the 2017 Tax Cuts and Jobs Act (TCJA) will impact your current…

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Advanced Planning

February 27, 2018

Charitable Giving Under New Tax Laws – Understanding the Donor-Advised Fund

No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a…

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