Founded in 1983, Commonwealth Capital Management is focused on providing personal, comprehensive and objective wealth management services to business owners, physicians, non-profits, and individuals. We always put our clients’ goals and needs first.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
How to help determine life insurance needs to provide for your family after you pass away.
The item most homeowners forget on their home improvement project checklist is insurance.
Tax preparation may be the perfect time to give the household budget a check-up.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Here are six flags that may make your tax return prime for an IRS audit.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It’s never a bad time to speak with your financial advisor about changes in your situation.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Smart investors take the time to separate emotion from fact.
There are hundreds of ETFs available. Should you invest in them?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?