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[Worth @worthmag]

Many investors seek strategies that improve tax efficiency. Yet the latest ways to get them can be complex and, in terms of strategy, ever-changing.

A recent survey from the @Nationwide Retirement Institute and the Harris Poll reported that 80% of investors expect taxes to rise, but less than a third are proactively adjusting their financial plan.

The advent of flat-fee, low cost, and investment-only variable annuities (IOVAs) made them a simpler and more attractive option for RIAs. 

Nonqualified annuities may offer valuable benefits that differ from traditional retirement accounts, offering tax-deferred growth without imposing ceilings on contributions.

"Annuities are not a silver bullet," says Tom Duncan, Senior Director of the Advanced Consulting Group at Nationwide. "But there are a lot of different situations where they can add a surprising and significant amount of value."

#Annuities #WealthPlanning #TaxPlanning #Nationwide #RIA

[Worth @worthmag]

"We call it the Sensei way - which is Move, Nourish, and Rest."

@Sensei CEO Alex Walterspiel tells Worth Media's Josh Kampel why a gym discount isn't a wellness strategy, and what it actually takes to make rest a performance input instead of a perk.

This clip is from Sensei's panel at the #LivingWell2026 Conference. Watch the full session and read the recap:
🔗 https://t.co/7CrMdRiGUi

#Sensei #Wellness #LivingWell

[Worth @worthmag]

"We aren't over fat; we are just under-muscled." Dr. Gabrielle Lyon on why muscle mass — not weight — is the real key to longevity.

By Gabrielle Doré.

Full story: https://t.co/t4Nt1IDcZ2

#Longevity #Health

[Worth @worthmag]

A $90K pair of sneakers. A $1.86M Messi NFT. Gen Z is skipping stocks for collectibles driven by nostalgia, not just returns.

By Alexis Buncich.

Full story: https://t.co/PDZvRxWLTJ

#GenZ #Investing

[Worth @worthmag]

AOL co-founder Steve Case built the first large-scale online community. Now he's building real ones — 200+ investments in 100 cities across 38 states through Rise of the Rest, plus land development in Hawaii and Costa Rica.

By Josh Kampel.

Full story: https://t.co/YaV7E6P2hj

#Entrepreneurship #Investing

[Worth @worthmag]

Half of all U.S. deaths trace back to lifestyle choices. The 6 pillars of health, according to longevity experts: nutrition, exercise, sleep, stress, substances, and social connection.

By Sean Captain.

Full story: https://t.co/9RM2gpjSvV

#Longevity #Health

[Worth @worthmag]

We tried a $199 at-home blood panel promising to "optimize" you. The verdict: real data, but following the full recommended protocol could cost $6-8K/year. Are we buying longer lives, or just more lab reports?

By Dan Costa.

Full story: https://t.co/HPEllBMj9e

#Longevity #Health

[Worth @worthmag]

"What truly endures in life are your relationships, your reputation, and your standards." Cresset co-founder Eric Becker on building a $70B multi-family office around a "100-year vision" — and what changed his definition of success.

By Dan Costa.

Full story: https://t.co/00M6UoOsEp

#WealthManagement #Leadership

[Worth @worthmag]

Larry Kantor and Bob Diamond: it's time for the Fed to hike rates. Inflation's above target, AI spending is now the largest capital surge in U.S. history, and signs of a market bubble are emerging.

Full story: https://t.co/cdwsxLnZtP

#Economy #Fed

[Worth @worthmag]

Meet the Cosmos: an all-electric RV built by an ex-Tesla engineer that solves EVs' towing range problem — nearly zero range loss instead of the usual two-thirds.

By Eva Shae Crouse. Photos courtesy of Lightship.

Full story: https://t.co/fmWu2jNJMd

#EV #Innovation

[Worth @worthmag]

Frank E. Campbell — The Funeral Chapel just finished a $20M renovation for its 125th anniversary. President William Villanova: "It's not our job to create influence or power that wasn't there. It's our job to protect and reflect it."

Full story: https://t.co/Z6KjCY0XUO

#Legacy #PowerAndImpact

[Worth @worthmag]

Ali Anderson joined a friend's distillery "just until he found someone else." A decade later, she's CEO of CraftCo — a portfolio spanning value to ultra-luxury bourbon.

By Eva Shae Crouse. Photo via Shutterstock.

Full story: https://t.co/XcKYbrNXWl

#Spirits #WomenInBusiness

[Worth @worthmag]

5 companies will spend up to $690B on AI data centers this year. The bill for electricity, water, and taxes landed on others for years — that's changing now.

Full story: https://t.co/i3r4aP2cVQ

#DataCenters #AI

[Worth @worthmag]

Longevity comes down to one principle: monitoring. 15 blood biomarkers longevity physicians track every year — and what a 2023 study found about centenarians' bloodwork as early as age 65.

By Gabrielle Doré. Image via Gabrielle Doré / Midjourney.

Full story: https://t.co/8saDF8KNMo

#Longevity #Health

[Worth @worthmag]

One of the highlights of our Hamptons Summer Luxe Reception: a model of The Twenty Five's Regent Viceroy, giving guests an up-close look at the future of seaplane travel. A huge thank you to our partner The Twenty Five for bringing it to the rooftop and sparking so many great conversations throughout the evening.

#HamptonsSummerLuxe #WorthEvents #TheTwentyFive

[Worth @worthmag]

Jet card, membership, club, program — the name doesn't matter. What matters: fixed rates, capped rates, or dynamic pricing. And the math can surprise you — higher hourly rates sometimes cost less overall.

Full story: https://t.co/eaa9vKyMCH

#PrivateAviation #Travel

[Worth @worthmag]

While Mexico City's top restaurants chase "nouvelle" trends, chef Diana Lopez del Rio's Mux is going the other way — 7 traditional moles, a menu that reads like a monograph, and a 2,000-year-old "fossil salt" from Puebla.

Full story: https://t.co/bH0yEom88c

#MexicoCity #CDMX #Mole

[Worth @worthmag]

Meet @RobertBalentine — Chairman and founding partner of Balentine, a wealth management firm he started nearly four decades ago with his father after leaving Wall Street, driven by the belief that families deserved a more principled approach to managing wealth.

Read more: https://t.co/is8FJykYV1

#WorthContributors #WealthManagement #Leadership