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Commonwealth Asset Management Group, LLC
Helpful Content
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Rightsizing for Retirement
What does your home really cost?