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Articles Archive

Is Your W-4 Withholding Accurate?

by Ryan Smith on Jun 25, 2018
Learn how to determine an accurate W-4 withholding.

New Developments in the Public Service Loan Forgiveness Program

by Ryan Smith on May 21, 2018
Learn about new developments in the Public Service Loan Forgiveness Program.

Are You Making These Security Mistakes with Your Smartphone?

by Ryan Smith on Apr 23, 2018
Learn about five security faux pas you may be making—and how to fix them.

What Should You Do if You Are a Victim of Tax Identity Theft?

by Ryan Smith on Mar 24, 2018
Learn what to do if you are a victim of tax identity theft.

Mortgage and Home Equity Loan Interest Deductions Under the Tax Cuts and Jobs Act

by Ryan Smith on Feb 16, 2018
Learn how the Tax Cuts and Jobs Act has affected mortgage and home equity loan interest deductions.

ABLE Accounts: Frequently Asked Questions

by Ryan Smith on Jan 22, 2018
Learn the answers to some commonly asked questions about ABLE accounts.

Year-End Financial Planning Checklist

by Ryan Smith on Dec 18, 2017
Get tips for organizing your financial life in 2018.

Which College Savings Plan Is Right for You?

by Ryan Smith on Nov 20, 2017
Learn the advantages and drawbacks of three college savings plans.

Should You Pay Off Your Mortgage?

by Ryan Smith on Oct 23, 2017
Which debt is better to pay off first—your credit card or your mortgage? Here are some guidelines.

Is the Cloud Secure Enough for Me?

by Ryan Smith on Sep 26, 2017
Learn what to look for when deciding on a cloud service provider.

Medicare Basics You Need to Know

by Ryan Smith on Aug 18, 2017
When should you enroll in Medicare? What plan should you choose? Here are some guidelines.

The Family Conversation: Addressing Your Health Care Needs in Retirement

by Ryan Smith on Jul 25, 2017
Use these questions to help guide your next family conversation to a more effective outcome.

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Park City, UT 84098

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This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, ID, MT, NH, NV, OH, OR, PA, TX, UT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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