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Commonwealth Financial Network


Recent posts by Commonwealth Financial Network

4 min read

The Great Wealth Transfer: Managing Assets for the Next Generation

By Commonwealth Financial Network on Aug 12, 2025 12:15:00 PM

There’s nothing like using the word “great” in a phrase to get people to sit up and take notice, especially in our industry. The Great Depression, the Great Prosperity, and the Great Recession all identified periods in our history with significant economic impacts.

Now, the Great Wealth Transfer is coming. Or, considering that the oldest baby boomers are nearly 80 and the oldest Gen Xers turn 60 this year, it’s no doubt already here. So, what does that mean for you? Two crucial statistics stand out: 1) It’s estimated that $124 trillion will change hands by 20481 and 2) More than 80 percent of heirs fire their parents’ advisors after inheritance2. This could present a serious risk—but also a “great” opportunity—for the future of your advisory business.

Topics: Financial Planning Estate Planning Centers of Excellence
4 min read

Up in the Heir: Retirement Planning for Solo Agers

By Commonwealth Financial Network on Jun 24, 2025 9:34:20 AM

Can you identify the “solo agers” among your client base? They’re broadly defined as unmarried, divorced, or widowed adults with no close heirs. It’s a growing demographic and one that’s often overlooked when it comes to financial planning. Given the lack of traditional planning models for this group, there are several things to keep in mind when working with them.

Topics: Retirement Planning Gerontology/Aging Centers of Excellence

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