Maureen Baxter, CLU, ChFC

Maureen Baxter, CLU®, ChFC®, is an advanced planning consultant at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. Since joining the firm in 2013, she has been helping affiliated advisors with issues involving executive benefits; high-level insurance planning; and charitable, estate, and business planning. Maureen earned her MBA from Plymouth State and her CLU and ChFC from The American University.

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

Recent Posts

3 Tax-Minimizing Strategies to Protect Your Clients' Retirement Income

Using Visionary Planning for Better Client Meetings

6 Things Clients Expect from a Financial Plan

Millennials and Education Planning

3 Tax-Minimizing Strategies to Protect Your Clients' Retirement Income

Posted by Maureen Baxter, CLU, ChFC

June 9, 2015 at 10:00 AM

What is retirement? If you ask 10 people, you may get 10 different answers. Baby boomers are redefining retirement and likely leading the way for future generations. Many are even "dropping out" of high-earning careers to pursue passions like teaching, traveling, and volunteering. Clearly, such decisions can have a major impact on clients' financial planning.

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Topics: Retirement Income Planning

Using Visionary Planning for Better Client Meetings

Posted by Maureen Baxter, CLU, ChFC

February 18, 2015 at 1:30 PM

Having vision is a key to success in any industry but perhaps especially in the financial services industry, where market events and other circumstances can affect the financial plans advisors develop with their clients. Visionary planning allows leaders and organizations to be more resilient and focused—rolling with the punches and ensuring that their actions always align with their ultimate goals.

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Topics: Financial Planning

6 Things Clients Expect from a Financial Plan

Posted by Maureen Baxter, CLU, ChFC

February 17, 2015 at 10:00 AM

Advisors can struggle with discovering what their clients expect from a financial plan. Many may turn to financial planning software but may be concerned about whether the results accurately reflect their clients' goals. Software is only a starting point in helping clients understand and build their financial plans. To help get clients off on the right path and truly benefit from their financial planning, take a more global view. 

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Topics: Financial Planning

Millennials and Education Planning

Posted by Maureen Baxter, CLU, ChFC

January 14, 2015 at 1:30 PM

The Millennial generation has a lot going for it. Raised on cutting-edge technology and social media, they consider themselves optimists with big plans for the future—they are generally confident, connected, and committed to doing meaningful work. Unfortunately, many also graduated from college with staggering debt; according to the 2014 Wells Fargo Millennial Survey, this generation's top financial concern—besides day-to-day bills—is paying off student loans. As a result, those with young children may find saving for future education expenses difficult.

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Topics: Education Planning

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