How Financial Advisors Can Assist Generation Z

Wednesday, 09 August 2023

by Juliana Angiuoni, summer intern from Malden Catholic HS

How Financial Advisors Can Assist Generation Z

Many people think that only middle-aged people with a lot of money have financial advisors, however, anyone can connect with an advisor. In reality, the sooner one learns financial literacy and gets their finances managed the better off they will be. Here are some ways a young person can get help from an advisor:

The Social Portfolio

presented by Doble LeBranti Financial Group

The Social Portfolio

Our collection of friends makes up our social portfolio, and like our financial portfolios, our social portfolio is dynamic.

A Midyear Check-In with Your Financial Advisor

Tuesday, 27 June 2023

presented by Alison Wilcox

A Midyear Check-In with Your Financial Advisor

The year is flying by. As life gets busy, your financial planning can sometimes fall by the wayside. Luckily, we’re in the business of helping you meet your goals.

We present, “A Midyear Check-In with Your Financial Advisor,” which contains a list of conversation points to discuss with your advisor to ensure that you’re on the right track and heading toward a successful year-end. Bring it with you to your midyear meeting—or simply use it to spark ideas about topics you might want to discuss over the phone or via email.

529 Plan Highlights

Thursday, 15 June 2023

presented by Rich LeBranti

529 Plan Highlights

A 529 Plan is a tax-advantaged savings plan designed to help you save in advance to pay for college expenses like tuition, books and campus housing.   Funds can be used to pay for expenses at many four-year universities, community college, trade schools, technical schools, and culinary schools.  Read on to see if a 529 Plan makes sense for you.

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This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, IN, MA, MD, ME, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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