David Haughton is an advanced planning consultant at Commonwealth Financial Network

David Haughton

JD, Advanced Planning Consultant

David Haughton, JD, is an advanced planning consultant at Commonwealth Financial Network.

Wealth management

Building customized and flexible estate plans in a changing political landscape

Effective strategies depend on attention to ever-changing laws and to the clients' personal circumstances.

By David Haughton

April 11
Social Security

How recent legislation has altered the planning landscape

New regulations have altered advice for Social Security, Roth conversions, tax code, estate planning and much more. Financial plans must be crafted with enough flexibility to change with the times.

By David Haughton

August 24