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Market Updates

Articles Library

General Planning

Building a Better Budget Friendly Vacation

Calling All Snowbirds: Considerations for Buying a Second Home

Helping Your Adult Children Without Hurting Your Retirement

Plan Your Charitable Giving For 2019

Wedding Finances: A Survival Guide

Which College Savings Plan is Right For You?

Year-End Financial Planning Checklist

Retirement Planning

A Summary of Medicare Changes in 2018

Backdoor Roth IRA Contributions: A Way to Catch Up on Retirement Savings

Medicare Basics You Need to Know

The Family Conversation: Addressing Your Health Care Needs in Retirement

Your 401(k) is not an ATM

Estate Planning

Caring For Your Aging Parents

Donor-Advised Funds

Estate Planning: It’s For Everyone

Questions to Ask When You Inherit a Home

Why You Need an Estate Plan for Your Digital Assets

Risk Management

5 Ways to Spot a Phishing E-Mail

6 Best Practices to Protect Your Confidential Information

A Solution to the Password Problem

What We Learned From the WannaCry Ransomware Attack

Taxation

Avoiding Tax Related Identity Theft

Making the Most of Life Insurance Tax Benefits

Managing Taxes on Your Investments

Qualified Charitable Distributions for Donors Over Age 70.5

Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know

Investment Management

Active vs. Passive Portfolio Management

ETF Basics

How a Financial Plan and Investment Management Work Together

How Do Restricted Stock Units Work?

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Huntsville, Alabama 35801
256-469-7711

Securities and advisory services offered through Commonwealth Financial Network®, member  https://www.finra.org/#/ / https://www.sipc.org/ , a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of  AL, AR, CA, CO, FL, GA, IN, KY, LA, MD, MO, MS, NC, NM, NV, NY, RI, SC, TN, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.  Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.

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