Home | Commonwealth Asset Management Group, LLC

Providing Wealth Management through Investments, Strategies, and Solutions for your significant life events.

See Your Wealth^SM

Commonwealth Asset Management Group, LLC

Helpful Content

Second marriages are a trigger event to revisit any existing estate strategies.

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Estimate the potential monthly income your IRA balance could generate in retirement.

Couples may be able to head off many of the problems in a marriage that money can cause.

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Information vs. instinct. Are your choices based on evidence of emotion?

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

For many, retirement includes contributing their time and talents to an organization in need.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Find out how large your emergency fund should be based on your monthly expenses.

Calculate the dividend yield of a holding and see what that means for income over time.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Compare annuity options to see how each one could affect your long-term income outlook.

See how long a lump sum of savings could last based on your withdrawal rate and return.

In the world of finance, the effects of the "confidence gap" can be especially apparent.

What does your home really cost?

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

This video explores what to do with retirement accounts when you move on from your job.