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 Wealth Wednesday

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How Would a 20% Reduction in Social Security Benefits Impact Your Retirement? Thumbnail

How Would a 20% Reduction in Social Security Benefits Impact Your Retirement?

There are big problems with the financial side of Social Security. Without legislative action, projections show that in 2033, people receiving Social Security benefits would face a 23% reduction in their annual payments. For most retirees that would be a tough pill to swallow. Today, we illustrate the potential impact it could have on your income and your savings.

Estate Planning Retirement Planning Financial Planning
The Difference Between Investment Return and Investor Return Thumbnail

The Difference Between Investment Return and Investor Return

Investing is a key component of your financial plan. To be successful, one of the most important traits you need is intestinal fortitude. Reaching for return introduces some emotional stress, and sometimes that stress can be Intense. Big decreases in value cause many people to sell investments – and most do it when they shouldn’t. Today, we talk about the difference between investment return and investor return.

Insights Retirement Planning Investing Stock Market
Meet the New Faces at Commonwealth Thumbnail

Meet the New Faces at Commonwealth

Planning for the future is something we firmly believe. It not only applies to our clients but also to our firm. Today, there are eight financial advisors at Commonwealth. The experience on our team ranges from 10 months to over 40 years. It is also critical for us to also plan for the future, and that means finding bright young minds. In the last few months, we added two financial planning residents. Today we introduce you to Madison Gontarek and Khoury Kloss.

Insights