Port Wealth Management

06/03/2025

Over half of Gen Xers have saved less than three times their annual income for retirement, which is way below the recommended amount. But don't panic; learn steps you can take to get your savings back on track and boost your nest egg: https://cnb.cx/4kJgSaS

Three steps you can take to catch up on saving for retirement, according to a financial planner.

04/22/2025

Market volatility has many investors wondering if it's time to make a move. But history shows that sticking with a long-term strategy often pays off. Discover how holding steady through uncertainty can benefit your portfolio: https://bit.ly/3YBHIsT

Is it time for investors to play the long game? Commonwealth's Chris Fasciano explores the potential for opportunity amid market volatility.

04/21/2025

Think your Social Security is set in stone? Think again—spousal benefits might boost your retirement income more than expected. Even divorced individuals may qualify if married for 10+ years. Learn seven must-know tips for maximizing these payments: https://bit.ly/42kkVUW

If your spouse (or ex-spouse) is still alive and is due to receive Social Security benefits, it pays to look into how much you could receive.

03/14/2025

Come join Sheila and several other speakers at the EmpowerHER Summit in Newburyport on Thursday March 20th. The day will be filled with plenty of opportunities to learn from and connect with women entrepreneurs in Newburyport.

https://www.eventbrite.com/e/empowerher-summit-newburyport-tickets-1258927669549?aff=oddtdtcreator&fbclid=PAZXh0bgNhZW0CMTEAAabHnBN64rQWZLIQgdundGhMotmdWFw3t-koNzIAHAo2u9_4uDksJsjxW8c_aem_BZoeoPjuwB5k4K3_d1ZO_g

01/03/2022

https://bit.ly/3sIwFiF

The annual MA Conference for Women provides inspiration for thousands of participants. Commonwealth’s Anu Gaggar and Giovanna Zaffina share their insights.

09/03/2021

Health savings accounts are more powerful than you think; here are 10 uses you probably didn’t know they had:

A health savings account can be used to pay for more than doctor visits and prescription drugs. Learn about these HSA-qualified expenses.

01/06/2021

No matter your age or life stage, it’s never too late to begin planning for retirement. Here are 3 simple ways to get started:

Most adults feel behind in their retirement planning, but it's never too late (or early) to get started with one of these three options.

12/04/2020

With November being such a great month for the markets, Commonwealth CIO Brad McMillan is optimistic for December:

November was a great month for the markets, but can we expect more of the same in December? Commonwealth CIO Brad McMillan takes a look ahead.

11/06/2020

It’s often said that the Roth IRA is the best retirement savings plan option, but be sure you’re aware of these 3 drawbacks:

Many people love Roth IRAs – but beware these pitfalls you might encounter if you open one.

10/02/2020

Although last month was a tough one for the markets, the overall economic recovery appears to be on solid ground, says Commonwealth CIO Brad McMillan in his latest Market Thoughts video: https://bit.ly/3jk0X3H

09/09/2020

Recent turbulence seems to be within the boundaries of typical market behavior, so investors should remain calm and carry on, writes Commonwealth CIO Brad McMillan: https://bit.ly/3bKBKMY

08/07/2020

As employees gradually return to the workplace, what can they do to avoid contracting coronavirus on their commute? Experts recommend they follow these 17 precautions:

As we head back to work, experts share their tips for staying safe from coronavirus and other pathogens.