Commonwealth Independent Advisor

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

How to Deal with the End of the Stretch IRA

Posted by David Haughton, JD

October 21, 2020 at 11:00 AM

Signed into law almost a year ago, the SECURE Act bestowed IRA owners with some new perks—they can take more time to build up tax-deferred savings and growth, for instance, before they have to start making distributions from their retirement accounts. On the flip side, however, the act also spelled the end of the stretch IRA. Fortunately, your clients have options when it comes to mitigating the negative effects of this change on their financial plans.

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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

Putting Holistic Financial Planning into Practice

Posted by Heather Zack, JD, LLM, MSFP, CAP

July 29, 2020 at 11:00 AM

The world of financial services is constantly evolving. The number of robo-advisors continues to grow, taking a larger share of the market with them. And then there’s the DIY approach to investing preferred by many millennials and Gen Z-ers. With both options costing less than a traditional advisor, how can you evolve while maintaining your competitive advantage? By putting holistic financial planning into practice. But what is holistic financial planning—and where do you begin?

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Topics: Financial Planning

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