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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
It may help your business be better prepared in the event of the death of a principal or key employee.
Retirees traveling abroad need to know that their health insurance travels with them.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations? Here are three tips.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Even low inflation rates can pose a threat to investment returns.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
What if instead of buying that home, you invested that money?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.