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Commonwealth Asset Management Group, LLC
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Apps that help small business owners better manage and grow their business.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Retirees traveling abroad need to know that their health insurance travels with them.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Here are six flags that may make your tax return prime for an IRS audit.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learn how to harness the power of compound interest for your investments.
There are a few things to consider when buying or leasing your next vehicle.
Making the most of surprises is a great reason to work with us.
How do the markets usually react to elections? Was the 2016 election any different?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.