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…
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…
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.…
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…
