Financial Planning & Investment Insights
Explore Educational Articles from Commonwealth Financial Network®
Financial planning and investment doesn’t have to feel overwhelming. As a member of Augustine Financial, you have access to our experienced and thoughtful advisors to help guide you through life’s many financial turns. Together, we’ll get to understand your goals and identify the best financial products and services to get you there. We’ll take a deep dive into the best options for you and share our knowledge to help you build confidence in your financial future. If you are interested in learning more about financial planning and investment or you’re looking to stay informed on the latest trends, check out our articles from Commonwealth Financial Network® below:
WAYS TO REDUCE YOUR TAX LIABILITY
Want to pay less taxes? If given a way to legally reduce tax liability, most Americans would welcome that opportunity with open arms. But methods for doing so aren't always obvious—and may be tricky in certain circumstances. Two such [...]
WHAT CAN A FINANCIAL ADVISOR DO FOR YOU?
How can you get closer to achieving your financial goals? Depending on your income, assets, investments, and personal knowledge of finance, you may feel you can do a great job managing your money on your own. But according to [...]
TO ROLL OVER (OR NOT TO ROLL OVER) YOUR 401(K)
As you advance in your career and hold jobs at various companies, you may discover at some point that you've left behind valuable cookie crumbs: a trail of employer-sponsored retirement accounts. Leaving previous plans with former employers saves you [...]
4 QUESTIONS ADULT CHILDREN SHOULD ASK THEIR PARENTS OVER THE HOLIDAYS
It's beginning to look a lot like Thanksgiving . . . and then Hanukkah, Christmas, Kwanzaa, and New Year's Eve will follow. These are prime holidays for family gatherings, which can offer in-person opportunities to have important conversations. You [...]
YOUR YEAR-END FINANCIAL PLANNING CHECKLIST FOR 2023
As 2023 winds down, your focus may begin turning to holiday planning, family gatherings, and delicious food. You might even entertain the idea of getting your tax documents in order. Consider going a few steps further and preparing for [...]
EVERYTHING YOU NEED TO KNOW ABOUT TRUSTS
You may have heard the term discussed in financial advising or estate planning conversations, but what exactly is a trust? In the most basic terms, a trust is a legal arrangement in which assets are held for the benefit [...]
Brookfield Office
West Bend Office
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.
The Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
