Commerce Trust Magazine
A collection of articles on financial planning to help you understand your family’s personal and financial goals.
In this issue:
What to Know About Secure 2.0 Act Updates and Your Retirement
Acting on Your Financial Goals
Options for Extra Cash and Short-term Financing
Investing From a Women's Perspective
How a Document Review Can Help You Achieve Your Goals
Consider Life Insurance That Pays for Long-Term Care
Protecting Art and Collectibles in Your Estate Plan
Year-End Checklist for Conversations with Your Wealth Management Advisors
This publication, created twice a year, features some of our most popular articles that are written by our in-house professionals.
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Past performance is no guarantee of future results, and the opinions and other information in the commentary are as of November 21, 2023. This summary is intended to provide general information only and is reflective of the opinions of Commerce Trust. While Commerce may provide information or express opinions from time to time, such information or opinions are subject to change, are not offered as professional tax, insurance or legal advice, and may not be relied on as such. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Diversification does not guarantee a profit or protect against all risk. This material is not a recommendation of any particular investment or insurance strategy, is not based on any particular financial situation or need, and is not intended to replace the advice of a qualified attorney, tax advisor or investment professional. Commerce does not provide tax advice to customers unless engaged to do so. Commerce does not provide legal advice to its customers. Consult an attorney for legal advice, including drafting and execution of estate planning documents. Commerce Trust does not provide advice related to rolling over retirement accounts.
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