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.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
For some, the social impact of investing is just as important as the return, perhaps more important.
For many, retirement includes contributing their time and talents to an organization in need.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This worksheet can help you estimate the costs of a four-year college program.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When do you need a will? The answer is easy: right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.