Tuesday, 29 December 2020 Dennis Doble
Does triple tax free sound good to you? I hope so. HSAs (Health Savings Accounts) are one of the few investments out there that can qualify as such. Here is how they work:
Thursday, 10 December 2020
Every so often a crisis comes along that drives change at such velocity that investors can almost feel the ground shift beneath their feet.
Tuesday, 08 December 2020
Commonwealth Financial Network®, our RIA–broker/dealer, has detected an increase in cyber-hacking attempts over the holiday period. Please be especially vigilant against suspicious emails, texts, and websites.
Tuesday, 08 December 2020
When it's time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. However, sitting down together may not be easy, because money is a complicated and emotionally charged topic. Rather than avoiding the subject, you can still lay the groundwork for the future by identifying and sharing your money values - the principles that guide your financial decisions.
Wednesday, 02 December 2020
Aging gracefully is not an art. It’s an integral part of several sciences. Here’s a look at four key areas that affect how you age, plus practical tips for navigating each as you move through different phases of aging.
Thursday, 12 November 2020
Now that the results of last week’s U.S. elections are coming into focus, investor attention is shifting to the policy implications of a Joe Biden presidency. Bottom line: Don’t expect big, sweeping changes in the years ahead.
Wednesday, 11 November 2020
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood while at the same time looking after the needs of your aging parents. If you find yourself sandwiched between caregiving demands, here are some strategies to navigate this life phase.
Monday, 26 October 2020
COVID-19 has forced economists to become students of virology.
“The virus is the economy,” says Capital Group U.S. economist Jared Franz. “All economic growth forecasts depend on the trajectory of the virus — whether it gets better or worse, whether we can develop an effective vaccine and whether government stimulus measures will continue to help bridge the income gap for workers who have been displaced by this unprecedented downturn.”
So when is growth likely to return to pre-pandemic levels?
Wednesday, 26 August 2020
In this article, we address some common concerns about collecting social security retirement benefits, including the effects of part-time work and other earnings on benefits, the age at which you may begin collecting, and spousal benefits.
Wednesday, 05 August 2020
You’ve put in the hard work of saving for college, and now it’s time to start using those 529 plan assets to help with a family member’s education-related costs. But before you begin withdrawing those funds, it’s important to understand the difference between qualified and nonqualified expenses.
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