David Haughton, JD, Team Lead, Advanced Planning

David Haughton is a team lead and an advanced planning consultant at Commonwealth. With the firm since 2018, David provides estate, trust, charitable, education, business, and social security planning support to the firm's affiliated advisors. He earned his JD at the Massachusetts School of Law. He is admitted to the Massachusetts and New Hampshire bars, as well as the U.S. District Court, District of Massachusetts, and the U.S. District Court, District of New Hampshire.

How to Deal with the End of the Stretch IRA
The SECURE Act spelled the end of the stretch IRA. Now what? Learn 7 strategies for helping clients navigate this change.
David Haughton, JD
10.21.20
Saving for Retirement or a College Education: What’s More Important?
Should parents focus on saving for retirement or a college education for their children? These key considerations will inform your client discussions.
David Haughton, JD
04.29.20
What Your Clients Need to Know About Debt Management
How can you help your clients stay on a healthy financial path? Educate them on what they need to know about debt management.
David Haughton, JD
01.14.20
Are You Reviewing the Pros and Cons to the POA Decision with Clients?
Are your clients worried about what will happen to their financial affairs if they become incapacitated? It might be time to talk to them about the pros and cons of naming a power of attorney.
David Haughton, JD
10.23.18

How to Deal with the End of the Stretch IRA

Saving for Retirement or a College Education: What’s More Important?

What Your Clients Need to Know About Debt Management

Are You Reviewing the Pros and Cons to the POA Decision with Clients?