The ABCs of Finance: Tips and Tools for Raising a Smart Investor

Presented by Mark Phillips         

By introducing sound financial habits at an early age, you'll give your child a head start on the path to becoming an informed investor. Here are some creative ideas, as well as book and website suggestions, for raising a financially savvy kid.

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Talking to Your Aging Parents About the Future

Presented by Mark Phillips

No one likes having difficult conversations. But having them with our parents—no matter how old we get—can be even harder. It's no surprise that many people dread the prospect of discussing ongoing care issues with their aging parents. Yet, as seniors live longer and the child-turned-caretaker role becomes increasingly common, having that conversation ahead of time is all the more important.

Fortunately, a bit of preparation goes a long way toward a smooth, productive discussion. The tips below can help you start the conversation about your parents' future care and ensure that their needs—and yours—are met.

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Make a List and Check It Twice: Tips for Organizing Your Financial Life in 2013

Presented by Mark Phillips

Amid the hustle and bustle of the new year, reviewing your overall financial picture probably isn't at the top of your to-do list. But as we begin the new year it is important non the less to give yourself the gift of an organized financial life? These easy steps will help you get your finances in order for 2013—and beyond.

Working with us as your advisor we will schedule a review and evaluation of each of these in the course of this year with you – so you can just prepare accordingly as each meeting comes around.

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Market Thoughts for March 2013

I would like to offer you the opportunity to hear thoughts from Brad McMillan, vice president, chief investment officer at Commonwealth Financial Network®, our broker/dealer. In this video, Mr. McMillan discusses domestic and international equity markets and the state of the U.S. economy, as well as what investors like you may want to consider going forward.