Medicare Basics You Need To Know

The concept of Medicare can be murky for soon-to-be retirees. If you learn basic enrollment guidelines and some of the nuances of various Medicare plans, you’ll be empowered with the […]

CFN Articles, Home, Retirement Planning|

Understanding Risk

Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about […]

CFN Articles, Home, Risk Management|

Market Thoughts for July (Video)

Brad McMillan, Commonwealth’s CIO, discusses the markets and economy in June. It was a good month, with consumer confidence and business confidence remaining strong. The Federal Reserve raised rates and […]

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Will vs. Trust: Is One Better than the Other?

When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these […]

Estate Planning, Home|

Market Thoughts for April (Video)

It was a decent month and a great quarter for markets, both in the U.S. and around the world, says Commonwealth CIO Brad McMillan. Globally, economics are very positive, which […]

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What to Ask When Your Adult Child Moves Home

Facing heavy college debt burdens and an unpredictable job market, many young adults today are returning home to live with their parents. In fact, according to a recent study by […]

CFN Articles, General Planning, Home|

Charitable Contributions from IRAs

The Pension Protection Act of 2006 first allowed taxpayers age 70½ and older to make tax-free charitable donations directly from their IRAs. By making a qualified charitable distribution (QCD) from […]

CFN Articles, General Planning, Home|

Market Thoughts for February (VIDEO)

 

Brad McMillan, Commonwealth’s CIO, discusses the markets and economy for January. Last month was a great month for stock markets, and from a financial market perspective, the world is in […]

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Financial New Year’s Resolutions: Using Tech to Stay on Track

The New Year is symbolic in many respects. It gives you a chance to start fresh and set some goals that can improve your life in ways large and small. […]

CFN Articles, General Planning, Home|

Market Thoughts for January (VIDEO)

Brad McMillan, Commonwealth’s CIO, discusses the markets and economy for December. Last month was all about confidence: for the consumer, for business, and in the stock market. U.S. markets finished […]

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