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  1. Tools & Info
  2. /MWM Articles

MWM Articles

Click on any of the links below to read articles written by Tom McDavitt, AIF®.
 

What Estate Planning Documents Do You Need? 

How to Find Old Retirement Plan Accounts 

How Grandparents Can Help With the Cost of College 

Did You Know That Choosing The Right Strategy For Taking Social Security Retirement Benefits Could Put an Extra $50,000 in Your Pocket? 

Reverse Mortgages: Pros and Cons 

Do Your Parents Need Long Term Care Insurance? 

Is Converting Your Traditional IRA to a Roth a Good Idea? 

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, ME, NC, NH, NV, NY, PA, RI, SC, TN, TX, VA, VT. 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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