Through our book, Looking Ahead: Life, Family, Wealth and Business After 55, our newsletter, Sentinel and our daily blog, Current Commentary, we seek to inform ongoing debates about financial issues and to illuminate changes in the legal and economic landscape.
With 19 chapters written by the members of our client service team, Looking Ahead offers a comprehensive approach to the concerns and goals of adults 55 and older. Topics include income and estate taxes; investing theory; techniques to finance long-term care; planning for incapacity; charitable giving and more. The second edition has been fully updated, including the tax reform package that passed in December 2017. Looking Ahead is available as both a 360-page paperback and an e-book.
Since the earliest days of Palisades Hudson, our Sentinel newsletter has offered creative ideas about personal and family finance issues. Originally a quarterly print publication, Sentinel eventually moved to its current home online. We offer full-text articles every month that strive to clearly explain topics ranging from tax planning to mutual funds, new legislation to time-tested financial advice. Browse our full archive online.
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Check out a sample of the email newsletter here.
Our Current Commentary blog, published every business day, gives readers a window into our team’s professional interests and thoughts. The opinion column, at home on our site since 2009, has touched on topics including politics, nature, travel, parenting, professional sports and music, as well as more traditional financial planning topics like economics and taxation. Join us daily for a unique and personal take on the world. If you prefer to have the full text of each post delivered to you by email, sign up here.