Home

Market Thoughts for January (Video)

Brad McMillan, Commonwealth’s CIO, recaps another month of good news for the markets. In December, U.S. markets were up across the board, international markets did even better, and emerging markets […]

Home|

What Are Donor Advised Funds?

At Strategic Retirement Plans we are always trying to help our clients create a complete financial plan that includes estate, tax, retirement, investment, and insurance planning. In addition to these […]

CFN Articles, General Planning, Home|

Market Thoughts for December (Video)

Brad McMillan, Commonwealth’s CIO, recaps a month of good news for the markets. In November, U.S. financial markets were up across the board, and developed markets rose substantially. Hiring continued […]

Home|

Market Thoughts for November (Video)

Brad McMillan, Commonwealth’s CIO, recaps a terrific month for the markets. In October, U.S., developed, and emerging markets were all up. Companies are making money, and stock markets are positive. […]

Home|

5 mistakes people make regarding their estate

 

At Strategic Retirement Plans we work with each client to make sure all 5 areas of their financial plan are complete. However, many times when we begin working with new […]

Estate Planning, Home|

Our New Logo and What It Means

Today we are proud to unveil our new logo to our clients! The goal with our new logo is to portray where we are going while holding true to the […]

CFN Articles, General Planning, Home|

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 […]

Home|

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|