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:
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 [...]
SHOULD YOU UNRETIRE?
You've planned, saved, and waited for retirement for years. When the time to stop working finally arrives, what will you do? You may be surprised to learn that many people go back to work. People make this choice [...]
A MIDYEAR CHECK-IN WITH YOUR FINANCIAL ADVISOR
As we near the halfway mark of the year, it's an ideal time to conduct a midyear financial planning review so you can assess your progress, make necessary adjustments, and ensure that you're on track to achieve your financial [...]
RETIREMENT PLANNING AT EVERY AGE
Whether retirement is right around the corner or decades away, being strategic about investing and saving for that time can help set you up for a comfortable lifestyle once you stop working. Unfortunately, research finds that many Americans underestimate [...]
TEACHING TEENS FINANCIAL RESPONSIBILITY
We feel confident our kids will be taught reading, writing, and basic math in school. But how will they learn to budget, use a credit card, save for a car or a down payment on a home, and stay [...]
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