Blog

If you're a business owner planning your exit strategy, it's possible that you have considered a family business transfer. Family business transfers can be a smart and strategic way to pass the reins of your business, but, like any family affair, can also come with a host of unforeseen complexities. Here, we explore some of them.

We all know that as people age, they are more likely to experience health problems. What many people fail to realize and plan for, though, is the tremendous price tag that comes with some of these health concerns. Here we take a look at Long Term Care: How it Works and Why it's Important.

During the pandemic year of 2020, most of us read (and used) the phrase “unprecedented times” … with … well … unprecedented frequency.  2021 was another year of many “firsts” that are still having economic, financial, and lifestyle impacts for many companies and investors. Let’s take a look at a few of the “unprecedented” happenings of 2021.

There are many factors to consider when planning for your retirement — and one of them is how, when, and how much you will withdraw from your retirement accounts. Here are key points to consider when developing your retirement withdrawal strategy. 

Today, we're sharing Commonwealth Chief Investment Officer Brad McMillan's thoughts on the Omicron variant and whether it will impact economic recovery.

Many investors are starting to worry about increases in the cost of living and how a higher rate of inflation will affect the economy and their investments. Some inflation is considered healthy for an economy but too much inflation can wreck it. Here, we take a look at some historical data and the insight it may give.

We all want to make sure our children and grandchildren are provided for, and so we set up secure, foolproof trust funds—or so we think. There are several mistakes you can run into when designing a trust. Here we take a look at a few of them.

The holiday season is a special time with the spirit of joy and giving all around. This is also a time when many consider making a charitable gift. Here we discuss a few of the most popular and incentivizing giving vehicles for you to consider.

The divorce rate among adults aged 50 and older doubled between 1990 and 2010.  When going through a divorce there are so many emotions the last thing on your mind is "financial fitness". However, here are four key questions you should ask your financial advisor and lawyer.

A great number of retirees say that the timing of their retirement was either somewhat or completely unexpected. There are many circumstances that can lead to an early retirement and many times this brings stress and uncertainty of money concerns.  Here we share some steps to consider to keep you on track if you are blindsided by early retirement.