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Are you planning to retire within the next year or so? First off—congratulations! Assuming that you have worked hard, saved diligently, invested wisely, and planned well, you have a lot to look forward to.

As that final day at work approaches, here are a few retirement planning tasks you should be sure to resolve before you head off into the sunset:

Although 2020 has been a year of unexpected changes, one routine has remained consistent: the fourth quarter means it’s time to begin organizing your finances for the new year. To help you get started, here’s a checklist of key topics to think about, including new tax and retirement considerations related to the COVID-19 pandemic.

In this week’s review, we’re taking a closer look at the White House guidelines for opening up the country, provide an update on the new stimulus package, and highlight the loan forgiveness provisions from the Paycheck Protection Program. 

In our latest market recap, we’re covering the mixed results for the markets, updating you on the current status of the Paycheck Protection Program, and providing some much-needed perspective on the future of the economy. 

In our latest recap, we cover last week's market movements and policy updates. Plus, some tips you can leverage to help secure your financial future during these uncertain times. 

Not caught up from last week? We’ve got you covered with our latest market recap. From the recently signed CARES Act to the stock market's performance, we break down all the important information you need to know as you start the week ahead. 

What are the latest changes on the policy front? How did the markets perform last week? We're sharing the latest news and updates you should know in our latest blog post.

Get caught up on the latest market, economic, and policy updates related to the COVID-19 crisis, plus some key personal takeaways to consider as we get ready for the week ahead.

The COVID-19 pandemic is inciting fear in so many of us, fueled by the fact that we still know very little about the virus itself and the potential, long-term impact. Commonwealth Financial Network's managing principal, chief investment officer, Brad McMillan, CFA^®, CAIA, MAI helps us see the big picture.

Are you working for a company that is on the verge of going public? In this post, I discuss five important considerations to help you prepare and maximize your financial benefits.