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 Wealth Wednesday

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7 Keys to a Successful Retirement - Part 2:  Planning for Income Taxes Thumbnail

7 Keys to a Successful Retirement - Part 2: Planning for Income Taxes

Welcome to the second part of our seven-part series on the keys to retirement success! Last time, we discussed the importance of cash flow in retirement. Today, we’re diving into a crucial aspect of planning for retirement: managing income taxes. Taxes are a fact of life, but with the right strategy, you can reduce their impact on your retirement savings. Let’s break down how you can plan effectively to manage taxes and keep more of your hard-earned money.

Tax Planning Retirement Planning Social Security Investing Financial Planning
Fear and Greed are Enemies of Good Financial Decisions Thumbnail

Fear and Greed are Enemies of Good Financial Decisions

When it comes to investing, emotions can be our worst enemy. Feelings of fear and greed can override rational thought and lead to poor choices. Make enough of those, and it can have a significant impact on your real-life return. As we head into the second half of the year, it’s time to hit the pause button on the noise and reflect on what really matters when it comes to stocks.

Investing Stock Market Bear Market Financial Planning
Meet our Newest Advisors Thumbnail

Meet our Newest Advisors

Tyler Brautigan and Zach Seese have joined the Commonwealth team as financial advisors. Tyler is in the Wheeling office. He recently completed the requirements to earn his CFP® designation. This makes the fifth member of our team to earn the Certified Financial Planner Professional­­™ marks. Tyler is a native of the Upper Ohio Valley, is married, and has three children. Zach is a recent graduate of WVU's financial planning program. He will be in the Parkersburg office. He has served the past two summers as an intern. He is currently preparing for the CFP® exam. He is also the son of advisor, Michael Seese

Insights Financial Planning