Could a Health Savings Account Work for You?
Could a Health Savings Account Work for You? Do medical expenses cost more than you’d like? Do you wish y
Estate Planning for LGBTQ+ Married Couples
On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow sam
Five Tips to Help Couples Talk About Money
Money discussions can affect your relationship, especially if you put those talks off too long. You and your pa
Four Ways to Avoid Money Spats with Your Partner
Under the influence of romance, it is easy to be distracted from practicalities. But couples that can’t agree
Does Your Credit Need Repairing?
Presented by Kevin Moore and Jake RivasMany people had their financial plans derailed in 2020. You or a spo
Real Estate and Self-Directed IRAs
Presented by Jake RivasSelf-directed IRAs are almost identical to traditional IRAs: They both allow
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
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
