3 Reasons Why You Should Update Your Beneficiaries Today

3 Reasons Why You Should Update Your Beneficiaries Today

If you do one thing by the end of the year, do this. Update the beneficiaries on your financial accounts.  Think about the life changes you may have had during the past 12 months: birth, death, divorce, marriage. The landscape of the people around...
Women & Money – Why It Matters & What You Can Do

Women & Money – Why It Matters & What You Can Do

My mom taught me about the power of a women’s network.   Mom stayed at home to raise her family. But she was extremely active in her community. She participated in a host of women’s groups, from the garden club to the Junior League. And she also taught me...
A Smattering of Medicare Tripwires, and Some Alphabet Soup

A Smattering of Medicare Tripwires, and Some Alphabet Soup

DO YOU THINK MEDICARE IS EASY TO UNDERSTAND? THINK AGAIN. -Kendalle Stock, Commonwealth Medicare Advisors I have been working in the insurance business since 1985, assisting clients with many types of insurance and now solely focusing on supporting clients navigate...
To Everything There is a Season – Even the Market

To Everything There is a Season – Even the Market

Market seasonality refers to particular time frames when stocks/sectors/indices/commodities are influenced by recurring themes that produce patterns. Themes and the underlying “triggers” for market seasonality can range from weather events to calendar events...
5 Things to Know about Virginia529’s new Tuition Track Portfolio

5 Things to Know about Virginia529’s new Tuition Track Portfolio

Saving and investing for college has a new option for Virginia residents. It’s called the Tuition Track Portfolio. It is an offering within the Invest529 program and it is Virginia529’s answer to the PrePaid plan that was in effect from the late 90’s to around 2017...