Financial Planning

As we step into 2025, it's the perfect time to dust off your financial plan, review what worked in 2024, and make necessary adjustments to stay on track with your goals. Financial planning isn’t just about setting and forgetting; it’s about actively managing, adapting, and taking advantage of emerging opportunities.

As someone with complex financial needs, you may already have significant assets, but navigating the intricacies of managing your wealth requires more than just savvy investing. Financial planning goes beyond basic budgeting and saving; it’s about preserving wealth, optimizing tax strategies, and securing your legacy for future generations.

As the year draws to a close, it’s important for you to review your financial strategies and remain on track for both your short-term and long-term goals. Working with your Simon Quick Advisor to assess whether your risk tolerance has shifted can help maintain alignment with your objectives. This review not only helps maximize potential tax savings but also facilitates a timely realignment of your investment strategies.

I’m Lisa Manzolillo, Director and Client Advisor at Simon Quick. With over 20 years in wealth management, I specialize in supporting individuals to navigate significant life transitions such as divorce, widowhood, or retirement. My role involves crafting personalized financial plans that resonate with the unique goals and circumstances of each of my clients and I use my extensive experience to guide people through their most challenging financial decisions with compassion and precision.

Navigating the complexities of investments and personal finances alone can be overwhelming. That’s why a reliable financial advisor is essential in helping you achieve your financial objectives. However, there may come a time when your current advisor no longer aligns with your needs.

As the new school year approaches, parents and grandparents often look for ways to support their teens and young adults beyond the classroom. One crucial aspect is fostering good financial habits.

The wealth management landscape is as diverse and dynamic as the clients it serves. From traditional wire houses and investment banks to the rise of independent Registered Investment Advisors (RIAs) and Multi-Family Offices (MFOs), the choices for managing one's wealth have greatly increased. Each avenue comes with its own set of advantages and nuances, that are best suited to a particular clientele.

As the clock ticks closer to midnight on December 31, 2025, a significant change is lurking for estate and gift tax exemptions in the United States. The current lifetime exemption threshold, which stands at historic highs, is set to be cut in half, potentially leading to a substantial increase in the tax liability of certain estates.