4 min read
Year-end Review Checklist
No matter how wealthy you are, you want to be prepared for routine year-end conversations with financial, legal, and...
Make Your Golden Years a Little More Golden
Saving for and Enjoying Retirement
Whether you are saving and planning for retirement or receiving income from your savings and enjoying retirement, Commerce Financial Advisors can help.
For most people, saving for retirement means investing money into an IRA (individual retirement arrangement), annuity, or an employee-sponsored plan like a 401(k). These accounts help you grow money while offering potential tax breaks to ensure the maximum benefit once you reach retirement age.
You should also consider additional savings, even if you are contributing to a 401(k)or other plan at work. A Commerce Financial Advisor can help you explore which approach fits well with your plan.
Fixed Annuity
Legacy Planning
There are many uncertainties associated with making decisions for your financial future.
6 min read
5 Benefits of an Organized Financial Life
Dec 5, 2022 by Guy Hockerman, CPA, CFP®, Senior Vice President, Financial Planning Manager, Commerce Trust Company
Money problems impact our lives everyday — some through no fault of our own. Perhaps you were a victim of identity...
5 min read
How to Approach Your Year-end Tax Review
Dec 2, 2022 by Kevin Casteel, CFP® Trust Officer, Financial Planner
It’s a fact of life: We have to pay taxes on our income. And no one — regardless of how much money we have — enjoys...
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