Financial Advice for Millionaires: 5 Strategies for 2022

How millionaires can potentially save a lot in taxes and how to help protect the assets you leave your family and help keep them in your family bloodline long after you’re gone.

A retired couple lounge at a pool overlooking the ocean.
(Image credit: Getty Images)

For decades my firm has helped retirees preserve and help protect their wealth and leave a legacy. In these tumultuous times, here are some potential retirement and estate planning strategies for you to learn more about:

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Please note, it is not possible to invest directly into the S&P 500® Index; this measure is provided solely as a gauge of overall market performance. Standard & Poor’s: “Standard & Poor’s®,” “S&P®,” and “S&P 500®” are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”). The historical performance of the S&P 500 is not intended as an indication of its future performance and is not guaranteed. This chart is not intended to provide investment, tax or legal advice. Be sure to consult a qualified professional about your individual situation. This chart does not take into account investment fees, so actual results may be different than depicted above. The down percentages shown above are from the top of the market to the bottom of the market in each down move without dividends. The up percentage is from March 9, 2009, through Dec. 31, 2021, without dividends.


Stuart Estate Planning Wealth Advisors is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Stuart Estate Planning Wealth Advisors are not affiliated companies. Stuart Estate Planning Wealth Advisors has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 1166799 – 1/22


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Craig Kirsner, Investment Adviser Representative
President, Stuart Estate Planning Wealth Advisors

Craig Kirsner, MBA, is a nationally recognized author, speaker and retirement planner, whom you may have seen on Kiplinger,,, AT&T, Yahoo Finance, MSN Money, CBS, ABC, NBC, FOX, and many other places. He is an Investment Adviser Representative who has passed the Series 63 and 65 securities exams and has been a licensed insurance agent for 25 years.