Motivus Wealth Management
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network . The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Bridging the Confidence Gap In the world of finance, the effects of the
Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:
Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation.
Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
Managing Money as a Couple Keys to preparing to grow wealthy together.
Test your estate strategy knowledge with this short quiz.
Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.
Inflation and the Real Rate of Return Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Have a strategy for discussing healthcare with your parents.
Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.
Consider a bucket plan to go with your bucket list.
A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Self-employed? Learn more about your retirement plan options.
Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Protect yourself from identity theft.
To Catch a Thief Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
The Cost of Medical Care Learn about the risks of not having health insurance in this informative article.
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
The Long Run: Women and Retirement For women, retirement strategy is a long race. It’s helpful to know the route.
How long will your retirement money last with regular withdrawals? Have you run the numbers?
A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals.
Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
What to Look for in an Extended-Care Policy Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:
Risk Tolerance: What’s Your Style? Learn about what risk tolerance really means in this helpful and insightful video.
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Secrets of the Temple: How the Federal Reserve works.
How the Federal Reserve Works Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Check out our new article on salary negotiation strategies to help you maximize your earning potential
Mastering the Art of Salary Negotiation Get important advice about how to request a raise at work or how to ask for a higher salary during the hiring process.
Do you have a will? Is it updated?
When Do You Need a Will? When do you need a will? The answer is easy: Right Now.
Cyber attacks are a growing online threat, but the good news is that you can insure your business!
Insuring Your Business Against Cyber Liability 90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
\$100 not spent is more like \$143. Intrigued?
Stop Wasting Money One way to find money is to examine your current spending habits and eliminate money wasters.
What every parent needs to know about insuring his or her .
Buying Auto Insurance For Teen Drivers Tips on insuring your teen driver.
Ready to turn over a new leaf and get your finances in order in 2024? Seeking the help of a professional is one way to start. But what can a financial advisor do for you that you can’t do for yourself?
What Can a Financial Advisor Do for You? If you’re considering working with a financial advisor, here’s an overview of how we can help.
"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
Preparing for the Expected You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Does it make more sense to push back , or not to retire at all?
Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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