Tag: Properly Title Assets
Avoid These 7 Common Estate Planning Mistakes
7 Common Estate Planning Mistakes & How to Avoid Them Estate planning is a critical component of a comprehensive financial plan. Anyone can easily misunderstand its complexities and nuances, leading to costly mistakes if not done the right way. Let’s explore seven common mistakes people often make with estate planning and how you can avoid them. Failing to
About Us
Resources
Subscribe to our Weekly Market Insights Newsletter
Hours
Sunday
Closed
Monday
9:00 AM-5:00 PM
Tuesday
9:00 AM-5:00 PM
Wednesday
9:00 AM-5:00 PM
Thursday
9:00 AM-5:00 PM
Friday
9:00 AM-5:00 PM
Saturday
Closed
Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. This communication is strictly intended for individuals residing in AK, AZ, CA, CO, FL, GA, HI, ID, IL, MA, ME, NE, NJ, NM, NV, OH, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding products and services. Fixed insurance products and services are separate from and not offered through Commonwealth.
Form CRS: Client Relationship Summary
Learn how being purposefully strategic in your planning can help you avoid paying higher taxes.
Learn what the two most powerful vehicles we have in reducing taxation.
Download our free ebook and learn the six steps you can take to become more confident about your retirement.