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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
How Income Taxes Work
A quick look at how federal income taxes work.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Are you ready for retirement? Here are five words you should consider.
Here are five facts about Social Security that might surprise you.
Have you explored all of your choices when it comes to managing your taxable income?
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.