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Commonwealth Asset Management Group, LLC
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A four-step framework for building a personal legacy.
Understanding how a stock works is key to understanding your investments.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
It’s never a bad time to speak with your financial professional about changes in your situation.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Learn how to harness the power of compound interest for your investments.
There are hundreds of ETFs available. Should you invest in them?
What does your home really cost?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.