To Keep or Not to Keep: A Guide to Common Records-Retention Questions
Presented by Kevin Moore and Jake RivasLiving in an increasingly paperless world has its benefits, but when
The American Jobs Plan and Proposed Tax Policy
Presented by Kevin Moore and Jake RivasOn March 31, 2021, President Biden introduced the American Jobs Plan
A Starter Guide to Selling Your House
Presented by Kevin Moore and Jake RivasFrom the moment you decide to sell to the day you hand over the keys
Your Guide to Medicare Planning
Presented by Kevin Moore and Jake RivasDid you know that the total projected lifetime health care costs (ex
Mastering Financial Aid Eligibility
Presented by Kevin Moore and Jake RivasFor many families, financial aid programs help make higher education
Presented by Kevin Moore and Jake RivasWith tax season upon us, many of us are busy gathering the appropria
How Do Restricted Stock Units Work?
Restricted stock units (RSUs)—a contractual right to receive company shares or an equivalent cash payment at
A Solution to the Password Problem
Whether you’re looking to make a New Year’s resolution or you’re simply trying to implement some informat
Preparing for Medicare Enrollment
It’s a few months before you turn 65. You check the mail and find the box overflowing with materials from com
Prioritizing Your Financial Health in the New Year
Presented by Kevin Moore and Jake RivasIt’s that time of year when many people set goals with the hope of
Are You an Intelligent Investor?
Presented by Kevin Moore and Jake RivasConsidered “the father of value investing,” Benjamin Graham wrot
Solutions for Managing Student Loan Debt
Presented by Kevin Moore and Jake RivasManaging student loan debt has become one of the biggest financial p
Year-End Financial Planning Checklist 10 Suggestions to Help You Stay on Track
Presented by Kevin Moore and Jake RivasAlthough 2020 has been a year of unexpected changes, one routine has
Inflation vs. Bank CDs vs. The Mattress
The Stock Market Beats All Three Over Long Periods of Time Tempted to stash your money in a bank CD? Or maybe
Baby bust: 4 charts show how expensive it is to have kids in the US today
Baby bust: 4 charts show how expensive it is to have kids in the US today Out-of-pocket expenses for delivery
With Election Season Heating Up, How Much Volatility Should We Prepare For?
September has been a difficult month for investors, as markets have dropped. As we head into October, with a co
Does the Presidential Election Spell Risk for the Markets?
Presented by Kevin Moore and Jake RivasAs the U.S. presidential election draws closer, there are growing qu
Questions to Ask Before Hiring an Estate Planning Attorney
Presented by Kevin Moore and Jake RivasBefore hiring an estate planning attorney, there are a variety of fa
The Dangers of Trying to Time the Market
Are you considered clairvoyant? Do you win an office football pool every year? Or are you the sort of person wh
Save early, save often and understand the alphabet soup of options The cost of a college education increases e
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, MD, NC, NE, NM, NV, OR, PA, SC, SD, TX, VA, VT, WA, WI. 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.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency.
Privacy Policy © Copyright 2007 – 2017
