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|

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 […]

Home|

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|