Wealth Planning & Investing

The Financial Advisor’s Guide to Medicare Planning
For clients approaching age 65, guidance on how to manage their future health care costs is essential. This review of common questions on Medicare addresses coverage options, eligibility, 2021 costs, and more.
Wealth Planning & Investing
Maureen Baxter, ChFC®, CLU®
12.16.20Estimated Reading Time: 8 Minutes
Establishing Philanthropy as a Cornerstone of Your Practice
By helping clients realize their philanthropic goals, you can build deeper relationships with them, as well as with their families, friends, and network. You'll also have the chance to amplify your own spirit of generosity.
Wealth Planning & Investing
Heather Zack, JD, LLM, MSFP, CAP
12.01.20Estimated Reading Time: 4 Minutes
How to Talk to Your Clients About Student Loan Debt
Managing student loan debt is a major concern for many clients. Fortunately, there are effective programs that provide relief for borrowers.
Wealth Planning & Investing
Michael Baum, CFP®
10.28.20Estimated Reading Time: 6 Minutes
Estate Planning with Intentionally Defective Grantor Trusts
Learn the ins and outs of intentionally defective grantor trusts, along with the advantages they offer for clients and their beneficiaries.
Wealth Planning & Investing
Justin C. Duft, JD, CFP®, CLU®, ChFC®, CLTC, MSFS
10.26.20Estimated Reading Time: 7 Minutes
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.
Wealth Planning & Investing
David Haughton, JD
10.21.20Estimated Reading Time: 5 Minutes
Why It’s Time to Take a Look at Gender Lens Investing
Could taking a closer look at gender lens investing reveal that investing in women is simply smart economics?
Wealth Planning & Investing
Anu Gaggar, CFA®, FRM®
10.14.20Estimated Reading Time: 6 Minutes

Are we a good fit?

Hi, I'm Becca, managing principal, chief business development officer at Commonwealth. I can't wait to learn more about you and share our Commonwealth story.

Let's Connect

We value your privacy

This website uses cookies and similar tools, some of which are provided by third parties, to operate and improve our website, enable social media and other features, provide a more tailored experience, and for advertising and marketing. These cookies and tools allow us and third parties to collect user data and communications, IP address and online identifiers, referring URLs and other content and browsing information, and user interactions with this site.

By clicking “Accept All Cookies,” you consent to our use of cookies and similar tools to collect and share information and acknowledge and agree to our Privacy Policy.

The Financial Advisor’s Guide to Medicare Planning

Establishing Philanthropy as a Cornerstone of Your Practice

How to Talk to Your Clients About Student Loan Debt

Estate Planning with Intentionally Defective Grantor Trusts

How to Deal with the End of the Stretch IRA

Why It’s Time to Take a Look at Gender Lens Investing

Are we a good fit?