Commonwealth Independent Advisor

Anna Hays, JD, LLM

Anna Hays is an advanced planning consultant at Commonwealth Financial Network®, member FINRA/SIPC, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since November 2016, she provides financial planning support for affiliated advisors, including estate, trust, charitable, education, business, and social security planning strategies. Anna earned her undergraduate degree and JD from Duquesne University and her LLM in international human rights from the National University of Ireland in Galway.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Financial Planning for Millennial Women: A Checklist for Financial Advisors

Help Clients Stay on Track with This 10-Point Year-End Financial Planning Checklist

Planning for Special Needs Trusts: 3 Key Questions

Health Care Update: Expanded Medicare Advantage Benefits

One Bite at a Time: Longevity Planning for the Sandwich Generation

Financial Planning for Millennial Women: A Checklist for Financial Advisors

Posted by Anna Hays, JD, LLM

November 4, 2020 at 11:00 AM

Looking to position your firm for growth? Then focusing on financial planning for millennial women is a path you may want to explore.

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Topics: Financial Planning

Help Clients Stay on Track with This 10-Point Year-End Financial Planning Checklist

Posted by Anna Hays, JD, LLM

October 7, 2020 at 11:00 AM

Although 2020 has been a year of unexpected changes, one routine remains consistent: the fourth quarter means it’s time to help clients plan their finances for the new year. With new tax and retirement considerations related to the COVID-19 pandemic this year, it’s not too early to get going on those planning conversations with clients—this way, they won’t find themselves scrambling during the holiday season, and you’ll have the opportunity to reinforce the value you deliver.

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Topics: Financial Planning

Planning for Special Needs Trusts: 3 Key Questions

Posted by Anna Hays, JD, LLM

September 16, 2020 at 11:00 AM

Families with special needs children or adults must contend with a significant challenge: how to provide their loved ones with the resources to maintain quality of life for the long term. Although there’s no simple solution, special needs trusts have numerous advantages that can help provide economic security for beneficiaries and reassurance for families.

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Topics: Financial Planning, Estate Planning

Health Care Update: Expanded Medicare Advantage Benefits

Posted by Anna Hays, JD, LLM

February 25, 2020 at 10:00 AM

Health care is a big line item in the budget for most advisors’ clients, particularly those who are seniors (or closing in on that demographic). For this group, helping clients navigate their Medicare options has always been a major planning concern. Now, with expanded Medicare Advantage benefits in effect, you and your clients have additional information to evaluate, including a new open enrollment period.

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Topics: Retirement Income Planning

One Bite at a Time: Longevity Planning for the Sandwich Generation

Posted by Anna Hays, JD, LLM

August 13, 2019 at 10:00 AM

Increased life expectancies and an aging population have presented unique challenges in planning for the sandwich generation, a group of people trying to balance raising young children, providing care to parents, and managing their own lives. As a trusted advisor, you may be the first resource these individuals ask for help with the legal, health care, and financial concerns surrounding their role as both caregivers and consumers. Here’s what you should know.

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Topics: Financial Planning

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