Keven DuComb, JD, MBA

Keven DuComb, JD, MBA, 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 May 2019, Keven provides financial planning support for advisors, including estate, trust, charitable, education, business, and social security planning strategies. He has a BA and JD from the University of Michigan and an MBA from the University of Michigan Ross School of Business. Keven is a licensed attorney in Michigan and Vermont.

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

Recent Posts

Tax-Efficient Timing for Wealth Transfer Strategies

Pandemic Shines Spotlight on Importance of Estate Planning

When Students Go Off to College: Financial Planning for Empty Nesters

Tax-Efficient Timing for Wealth Transfer Strategies

Posted by Keven DuComb, JD, MBA

July 22, 2020 at 11:00 AM

If you’re looking for tax-savvy wealth transfer strategies, the current economic environment could present some unique opportunities. You may already be familiar with the tax efficiency of the estate planning and gifting strategies I’ll discuss below, but they’re worth revisiting.

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Topics: Financial Planning, Estate Planning

Pandemic Shines Spotlight on Importance of Estate Planning

Posted by Keven DuComb, JD, MBA

May 20, 2020 at 11:00 AM

As with many crises, the ongoing coronavirus pandemic has put many issues into the spotlight that otherwise may not be top of mind for clients—like the importance of estate planning. In fact, I wouldn’t be surprised to hear that you’ve had an uptick in the number of estate planning questions your clients are asking. They might wonder if their plan is up to date. Or maybe their lack of adequate planning has become a source of worry. In each case, you can help by covering some estate planning basics, including must-haves and how to review an existing plan.

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Topics: Estate Planning

When Students Go Off to College: Financial Planning for Empty Nesters

Posted by Keven DuComb, JD, MBA

September 10, 2019 at 10:00 AM

Go ahead and pat yourself on the back! It’s September, and chances are a few more students just headed off to campus, supported by the college savings you helped their parents grow. The transition is a big one for everyone involved. As young adults, students are facing new financial responsibilities. And parents are figuring out how to adapt to their child’s (or children’s) new independence, while keeping the family on a steady course financially.

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Topics: Financial Planning

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