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Commonwealth Asset Management Group, LLC
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
When you’re married and have children, insurance needs will be different.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This worksheet can help you estimate the costs of a four-year college program.
Tax preparation may be the perfect time to give the household budget a check-up.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There’s an alarming difference between perception and reality for current and future retirees.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
All about how missing the best market days (or the worst!) might affect your portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The market is as unpredictable as the weather. We’d love to help you prepare.