Consider Gifting Education as a Wealth Strategy
There’s no denying a college education comes with a hefty price tag. Over the past 30 years (after...
Posts about
Retirement
Is a Second Home In Your Future?
You’ve found your perfect getaway spot to spend your weekends, summer vacations, holidays and...
2022 Midyear Outlook
The global economic and investment landscape looks much more uncertain than it did at the start of...
How Much Should You Leave to Your Heirs?
It’s no secret generations of Americans have spent most of their adult lives earning, saving,...
Banking Strategies to Consider for Legacy Planning
“Timing is everything.” You’ve said it yourself. And where legacy planning is concerned, there’s no...
How to Know When It’s Time for a Family Meeting
No one likes unwelcome surprises. Yet when it comes to talking with family members about protecting...
What’s the Right Strategy for Exiting Your Business?
When you hear the term “exit strategy,” your first thought might be it’s a way to end your...
Generating and Protecting Your Income in Retirement
Throughout your adult life, you’ve worked hard and saved diligently for your retirement. Now that...
How Long Should I Keep My Tax Records?
Is the financial paperwork piling up at your house? Despite the inconvenience, the truth is that...
Move to a New State? Time to Update Your Estate Plan
Perhaps you’re one of the millions of individuals who moved to another state in the past year. If...
Identity Protection PINs Are Worth the Hassle
IRS opens the season for IP PINs...
How to Adjust to an Unplanned Resignation or Retirement
Employers have a lot to contend with these days, especially when it comes to retaining employees...
Inflation Not a Friend to Bond Investors
For nearly a decade we have grown accustomed to the idea that inflation was off the table as a...
2022 Outlook Podcasts
Looking for more insight into our 2022 Outlook? Listen to our senior investment team in these...
Three Ways to Access Money from Your Home
Do you have a major expense coming up in the near future? If you don’t have the cash on hand to...
2022 Outlook
2022 looks to be a year of economic transition. We anticipate that we will move from a...
2021 Midyear Outlook
Our 11-page edition 2021 Midyear Outlook Report entitled, “Open for Business”, provides economic...
HALT! WHO GOES THERE? IRS EXPANDS IDENTITY PINS PROTECTION TO ALL TAXPAYERS
In the race to stay ahead of online identify thieves attempting fraudulent computer hacks during...
AM I A "GROWTH" OR VALUE INVESTOR
Each new year affords us a chance to revisit investing concepts that we can often lose sight of or...
2021 Market Outlook
One thing perhaps we can all agree upon as 2020 comes to a close is that not many of us will miss...
Secure Act Impacts Retirees and Savers
The president signed into law late last year the SECURE Act, which stands for “Setting Every...
Breaking Down the Choice of Lump-Sum vs Pension Retirement Option
Commerce Trust Company
Senior Financial Planner David Stubblefield, CFP
®, CDFA
TM, has...