Asset Advisory Services
Helping people reach financial independence with deliberate, empathic action since 1980. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. Asset Advisory Services, Inc. 2141 Alternate A1A South Suite 310 Jupiter, FL 33477 561-747-9550. This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC
10/03/2024
With the oldest members of Gen X turning 60 and the youngest in their peak earning years, now is the moment to get serious about retirement planning. Discover the key steps to maximize savings and prepare for Social Security here: https://bit.ly/47Y0v5h
Ask a Financial Pro: Here's What Gen X Should Know About Retiring Gen Xers still have some time – but not a ton – to plan for retirement.
10/02/2024
From consumer confidence to durable goods orders, we've got you covered. See how the economy performed last week and what to expect this week in the latest Economic Release Snapshot from Commonwealth director, fixed income, Sam Millette: https://bit.ly/4eohCzI
Economic Release Snapshot: Consumer Confidence Slides in September What does the latest data reveal about the state of the U.S. economy? Commonwealth's Sam Millette breaks down the numbers in his Economic Release Snapshot.
10/01/2024
Think you need $1 million to retire? It really depends on your lifestyle and financial plan. Factors like Social Security, pensions, and annual income needs are crucial in determining your ideal nest egg. Learn how to calculate your retirement number: https://bit.ly/3zrPpsE
How Much Do You Need for a Comfortable Retirement? What you need to be comfortable in retirement won't be the same as what your neighbor might need. Here's a scenario in which $1 million might be enough.
09/26/2024
Shocking stat: 1 in 4 Americans have zero emergency savings, with inflation making it harder to set money aside. Experts recommend having at least three months of living expenses saved. Learn how to build your rainy-day fund: https://bit.ly/3N2WYsA
Here are some tips to start emergency savings as report shows 25% of Americans have none Do you have money saved for a rainy day? Putting aside an emergency fund can be an essential element of larger savings goals so that when unplanned expenses and emergencies hit, you’re ready for them. But for many Americans, that’s easier said than done. Madeline Spencer-Orrell is working hard t...
09/25/2024
Women face unique challenges in estate planning, from longer lifespans to lower lifetime earnings. With $30 trillion expected to shift to women in the next decade, now is the time to ensure your assets are protected. Learn key strategies: https://bit.ly/4eDcNSR
Estate Planning for Women: Married, Single or Divorced Yes, estate planning for women is different than for men. And it's crucial for women's financial and physical health.
09/24/2024
Teaching your kids about money could save you from future financial headaches. Experts suggest discussing spending habits, offering allowances, and even turning savings into a competition. Learn creative ways to make finance fun for children: https://bit.ly/2yZFlnw
10 Ways to Teach Your Kids About Money, According to Financial Experts Set your kids up for long-term financial success by teaching them early about money.
09/19/2024
Recent market challenges may have you wondering where we’re headed in the coming months. Check out Commonwealth CIO Brad McMillan’s latest Beyond the Numbers webinar to learn about last quarter’s market trends and the implications: https://bit.ly/4cdJOn3
Quarterly Commonwealth Call - Beyond the Numbers - August 2024 This is "Quarterly Commonwealth Call - Beyond the Numbers - August 2024" by Commonwealth Financial Network on Vimeo, the home for high quality videos and…
09/18/2024
Big changes are on the horizon for the U.S. economy as the Federal Reserve is expected to cut interest rates for the first time since 2020. Find out why the timing is right and how this decision could impact consumers, businesses, and the overall economy: https://bit.ly/3TwlSEU
The Fed is finally about to cut interest rates. What took so long? | CNN Business It’s a pivotal week for the US economy, with the Federal Reserve expected to cut interest rates for the first time since 2020. The move would mark a major milestone both for the central bank’s long fight with inflation and for Americans battling a higher cost of living for the past two years.
09/17/2024
Death is inevitable, but financial security doesn't have to be. Life insurance can benefit even those without dependents or debt. Check out these surprising reasons to consider coverage: https://bit.ly/3zhfL0h
Four Common Misconceptions About Life Insurance Just because you have no dependents and no debt doesn't mean life insurance wouldn't come in exceedingly handy for someone in your life or even a charity.
09/12/2024
Just like the Kansas City Chiefs, the S&P 500 faces high expectations. The Magnificent Seven continue to lead, but can they keep up the pace? Check out the Q2 2024 Earnings Season Review from Commonwealth senior investment research analyst, Rob Swanke: https://bit.ly/4ejV0zL
Q2 2024 Earnings Season Review: Beating Expectations Isn’t Enough Are the biggest companies still driving the market? Commonwealth's Rob Swanke looks for answers in his Q2 2024 earnings season review.
09/11/2024
Long-term care costs are rising, and half of Americans over 65 will need assistance as they age. From insurance to home equity, more options than ever exist to help you maintain control of your future. Find out how to secure the best financial path: https://bit.ly/4cYcDUL
Ways to Pay for Long-Term Care Expenses The earlier you start planning, the more control you have over your future, empowering you to make informed decisions and feel more secure.
09/10/2024
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