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:

A MIDYEAR CHECK-IN WITH YOUR FINANCIAL ADVISOR

June 9, 2023|

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

May 23, 2023|

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

May 1, 2023|

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 [...]

INHERITING DEBT FROM A FAMILY MEMBER

January 13, 2023|

Thinking about a loved one's outstanding debt is the last thing on anyone's mind when a family member passes away. Unfortunately, many people find themselves dealing with creditors and figuring out how to pay their loved one's debts as [...]

TAX CHANGES YOU NEED TO KNOW ABOUT FOR 2022

December 15, 2022|

At the end of a year dominated by inflation, interest rate hikes, market turbulence, and recession fears, we can all use a break. Thankfully, the Internal Revenue Service (IRS) has offered a few new tax guidelines to try to [...]

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