The Stages of Wealth Managment

The Stages of Wealth Managment
Life doesn’t happen all at once. With each milestone comes a unique need for careful financial planning. Personal wealth management follows three stages: build, preserve and transfer. During these stages, you may need...

More Insights

Retirement plan tips for business owners

As a business owner, chances are your focus is on the business of business – today. Retirement planning may not be your top priority right now.

net worth strategy

Many business owners forget that building a brand, making profits and creating a loyal customer base are just part of building net worth for a business’ founder.

As your wealth accumulates count on an expert

As your wealth accumulates count on an expert
At Cadence Bank, qualified high net worth clients* are provided a relationship manager to act as a personal guide Services for our private Banking customers include:
Savings on account service fees
Preferred interest rates on qualified balances over $250,000
Higher ATM withdrawal and debit card usage limits
Free safe deposit box, checks, identify theft protection and account transfer

Retirement Savings Solutions

Retirement Savings Solutions
Few of us want to work forever, that’s why retirement savings is a must. Our retirement solutions team has the expertise to design and many plan types, including:
401(k) plans (traditional, safe harbor, Roth and simple)
Individual retirement plans (traditional, Roth and simple)
Self-directed IRAs (traditional and nontraditional asset classes)

Now is the Time for an Annual Wealth Checkup

Now is the Time for an Annual Wealth Checkup
“Circumstances in your life may have changed over the past year that necessitate changes in your wealth plan,” says Cadence Bank Executive Vice President and Regional Wealth Services Executive Jamie Burns. “This makes the beginning of a new year the perfect time to sit down with your wealth advisor...

Wealth Management Calculators

Annuity Break-Even Calculator
Cost of Raising Children Calculator
Disability Insurance Calculator
Estate Tax Calculator
Income Growth Calculator
Income Withholding Calculator
IRA Comparison Calculator
IRA Conversion Calculator
Life Expectancy Calculator
Life Insurance Calculator

Wealth Management Education

Published on:
Jun 02 2015

A health care proxy allows you to designate a person who can make medical decisions for you in the event that you are too seriously incapacitated through illness or injury to make those decisions yourself. In some states, a health care proxy is known as a medical power of attorney.

Published on:
Jun 02 2015
Whatever "retirement" means to you, you'll need to design a financial plan suited to your specific vision of the future.
Published on:
Jun 02 2015

Even though calculating a retirement savings goal is key to pursuing and maintaining a confident financial outlook, the Employee Benefit Research Institute reported in 2013 that just 46% of American workers have figured out how much money they will need to accumulate for retirement.1 And more than half admit that they are behind schedule when it comes to planning and saving for retirement. Are you?

Planning Matters

Published on:
Jun 02 2015
As people live longer and healthier lives, retirement is beginning to take on a whole new look — one filled with new activities and occupations.
Published on:
Jun 02 2015
Many people begin withdrawing funds from qualified retirement accounts soon after they retire in order to provide annual retirement income. These withdrawals are discretionary in terms of timing and amount until the account holder reaches age 70½. After that, failure to withdraw the required minimum amount annually may result in substantial tax penalties.
Published on:
Jun 02 2015
This article considers ways to avoid the pitfalls of bequeathing qualified retirement assets.

Pages

© 2017 Cadence Bank. Cadence Bank, N.A. Member FDIC    Equal Opportunity Employer NMLS#525022 Equal Opportunity Lender