INSIGHTS

Three Ways to Financially Prepare When the Election Looms
Elections can often lead to change, especially when it comes to finances. Governments, after all, have tax policies and support programs that touch everyone’s life in one way or another. So a change in the control of the government can change the direction of those policies. Click to read more about financially preparing for the next election.

How to Build an Investment Strategy
Sure, there are some lucky people who do get rich quickly. People do win lotteries, hit the jackpot on the slot machine, and even pick the “right” stock at the “right” time, turning their investment into a potential fortune overnight. But these fairy tales rarely come true. More often, we achieve our financial and personal goals when applying consistent, effective effort. Click to read about building your personal investment strategy.

Improving Your Credit Score: It Pays Off
Boosting your credit score is a lot like going to the gym: It’s painful at first, requires consistency and patience, but is ultimately worth the (financial) effort. The key is to develop or re-establish good spending habits, set realistic financial goals, and stay the bill-paying distance during the long process of boosting or rebuilding your credit score. Click to read more about why it's important to improve your credit score.

Saving for Retirement in Your Twenties: Let's Do the Math
In today’s world, Millennials have more than enough financial stress. Saving for retirement, especially in your early 20s is challenging both mentally and financially. Click to see different scenarios on how to start today.

Commonwealth Financial Group Introduces New Executive Team Member, Bobbi Rebisz
We are excited to announce that as of September 30th, Bobbi Rebisz has joined CFG full-time as our new Chief Growth Officer. As CFG expands its Advisor Growth Initiative, Bobbi will further ignite the vertical growth and development of our Advisors and the many Teams we have in the firm.

Don't Have an Emergency Fund? Get One
The emergency fund is an important pillar of any financial plan, the safety net that enables you to pay the bills and keep your financial goals on track in the event of a job loss, costly home repair, or sudden illness.

3 Ways a Financial Professional Adds Value
Regrets. Bad decisions. Missed opportunities … have you considered the cost of choices — financial, educational, romantic — you’ve made throughout your life? A financial professional helps you have a conversation with your future self, so you make the financial decisions today that future-you will be thankful for.

3 Financial Steps for Today, This Week, and This Month
Recent events and ongoing economic problems have many people looking to do something — anything — to feel financially grounded again. Here are some things you can do immediately, in the coming week, and for the month that can help set a direction for your finances.

How to Help Your Grandchildren Handle Money
Ask adults whom they credit for helping them to define their sense of self and many will share stories about a beloved grandparent who celebrated their triumphs, guided without judgment, and loved without limit.

Managing Cash Flow is Both Urgent and Important
Right now the key is to keep things simple. How? Focus on the areas of your business that are necessary for its sustainability: leadership, employees, operations, and cash flow.