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…

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…