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5 Common Pitfalls When Inheriting Money and How to Avoid Them

Written by Danette Lowe, CFP® Tim’s mother passed away and he is about to inherit a substantial amount of money.  Tim is married for the second time, he has two children from his previous marriage, and he has two younger brothers.  As the executor of his mom’s estate there are a lot of issues for…

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Special Needs Planning

Chemo Caps for Kids

We Are Proud to Participate in Commonwealth Financial Network, our broker/dealer, created Chemo Caps for Kids to provide hand-knit hats for children undergoing cancer treatment. We’re honored to be lending our support—and our needles—to this special program. It all started in 2009, when the Commonwealth home office staff came together to support a colleague whose…

6 Things You Must Know About Required Minimum Distributions (RMD’s)

Written by Danette Lowe, CFP® When it comes to retirement accounts, many investors often fail to think about required minimum distributions, or RMDs. RMD’s are the amounts you must withdraw from your IRA or Retirement Account once you reach 70 1⁄2. An oversight in withdrawing can lead to unnecessary tax burdens and other financial issues.…

Special Needs Planning

United Cerebral Palsy

United Cerebral Palsy UCP educates, advocates and provides support services to ensure a life without limits for people with a spectrum of disabilities. UCP works to advance the independence, productivity and full citizenship of people with disabilities through an affiliate network that has helped millions. If you’re interested in connecting with other parents who have a…

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  • 5 Common Pitfalls When Inheriting Money and How to Avoid Them
  • Chemo Caps for Kids
  • 6 Things You Must Know About Required Minimum Distributions (RMD’s)
  • United Cerebral Palsy

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This communication is strictly intended for individuals residing in the states of AZ,CA,ID,MA,NV,NY,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.Securities offered through Commonwealth Financial Network. Member FINRA, SIPC.
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