2026 Financial Planning Guide

Research
Nicholas Breit
By Nicholas Breit
Partner, Director of Financial Planning · January 14, 2026 · 1 min read

Your Finances. Your Future. Your Well-Being.


Fiducient Advisors’ 2026 Financial Planning Guide is a comprehensive resource designed to help you navigate the year ahead with clarity and confidence. This guide covers the latest tax law changes, retirement strategies, charitable planning trends, estate planning essentials and practical tips for managing risk and protecting your assets.

Whether you are planning for retirement, optimizing your investments or safeguarding your family’s future, our guide provides actionable insights and timely updates to support your financial well-being.

Nicholas Breit
Nicholas Breit

Partner, Director of Financial Planning Read Bio ▸

This information is intended for the exclusive use of clients, prospective clients, and parties to whom it was provided by Wealthspire Advisors LLC, Wealthspire Institutional, LLC, and Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory (collectively referred to as “Wealthspire”). The information contained herein is confidential and proprietary information of Wealthspire. Its contents may not be modified, disseminated, or distributed to any other person or entity without prior written approval of Wealthspire. Information has been obtained from sources believed to be reliable, though not independently verified and should not be regarded as a complete analysis of these subjects. The opinions and analysis expressed herein are based on Wealthspire’s research and professional experience and are expressed as of the date of this report and subject to change without notice. Any forecasts are hypothetical and represent future expectations and not actual returns. This does not contain investment advice. Please consult with your advisor, attorney, accountant, or other professionals, as appropriate, before making any investment, tax, or legal decisions. Past performance does not indicate future performance and there is risk of loss. This document is for informational and educational purposes only and is not an offer/recommendation to buy or sell any security, instrument, or strategy. Investment advisory services offered through Wealthspire Advisors LLC, Wealthspire Institutional, LLC, or Wealthspire Retirement, LLC, each separately registered investment advisers.

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