Becoming a #widow typically causes an emotional strain, but there are also #tax considerations that, if not planned for effectively, may also cause a #financial strain. We offer food for thought and provide practical strategies to consider now. https://ow.ly/BCOL50SzYmH
About us
Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies. Full legal disclosures: https://www.corient.com/privacy-policy
- Website
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https://www.corient.com/
External link for Corient
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Miami
- Type
- Privately Held
Locations
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Primary
Miami, US
Employees at Corient
Updates
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Many people choose to #downsize their home when they #retire, as it can make life easier while also unlocking additional cash. Consider a pledged #asset line if you need to downsize before being able to sell your primary residence. https://ow.ly/QWbL50SyN6C
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Want to make the most of your #divorce settlement? From managing your #finances and your feelings to establishing your support systems and creating a new vision of the future, here are 10 tips to help you thrive after a divorce. https://ow.ly/qBIR50SyhMr
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Happy Fourth of July! On this #IndependenceDay, we commemorate our freedom and those brave men and women who made it possible. Today, let’s celebrate our independence and the values that make our nation strong. We wish you a safe and joyful holiday!
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Spending considerable time online has become a way of life, but it also means that you put yourself and your #finances at risk. Help protect yourself from #cybercrime by following some basic tips for keeping your digital information safe. https://lnkd.in/eTsS8nzs
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How did the U.S. #economy fare in the first half of 2024? What might be ahead during this highly #volatile time? Read our mid-year #economicupdate to see how our experts make sense of recent events and to find out how the near future may unfold. https://ow.ly/sC9o50SsV74
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#Retirement may look like one big vacation, but many retirees get bored or burned out caring for aging parents or chasing grandkids around. Here’s why #retirees still need to go on #vacation and some tips on how to do it right. https://ow.ly/xk5h50SsUsv
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Is now the time to #sell your dental practice? With #privateequity firms snapping up #dentalpractices, you may feel tempted. But before you commit, here are three questions that can help make sure it’s the right decision at the right time for you. https://lnkd.in/emr-KgPP
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What if your #vacation home got blown away – literally? Between extreme weather events, ongoing litigation, and insurer closures, #insuring a vacation home can be more expensive than ever. Here are some tips for protecting your #assets. https://ow.ly/hs0O50Sq6Pn
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Life insurance can mitigate many #financial risks and help protect loved ones in the event of unforeseen circumstances. Don’t be caught unprepared. We explore four scenarios where having #lifeinsurance may make sense for your family. https://ow.ly/pw4b50SkkFC