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:
Debt Management in a Healthy Financial Plan
Wise debt management is a key component of healthy and effective financial planning. Today, most people carry some amount of debt to finance a degree or buy a home or car. Other debts may be incurred out of necessity [...]
Financial Guidance for Recent Widows: What Women Should Know After the Death of a Spouse
In a 2019 UBS Investor Watch Survey, nearly 68 percent of married women from around the world reported they believe they'll outlive their spouse. And it's a belief that’s grounded in reality—according to U.S. Census data, women are expected to live [...]
Your Guide to Year-End Financial Planning: A 10-Point Checklist
From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another roller-coaster year. With the fourth quarter upon us, one routine remains consistent: it's time to start organizing your [...]
To Buy or Not to Buy . . . When Do You Need Life Insurance?
Whether you need life insurance depends partly on your stage of life. If you’re younger, you may have less need for coverage. As you move along the path in life, you’ll likely have more of a need. And, as [...]
A Crash Course in 529 Plans and Their Impact on Financial Aid
Are you worried about the rising cost of education? 529 plans can be powerful college savings tools when you understand how to take full advantage of them. Start with the Basics 529 plans are tax-advantaged college savings plans sponsored by [...]
Estate Planning for LGBTQ+ Married Couples
On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and must recognize same-sex marriages from other states. As a result, estate planning for LGBTQ+ married couples became [...]
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