You are viewing a preview location.
Broker Check
Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your Retirement

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

Contact us today to build a relationship. Let us help you make a plan to meet Your Goals.

See Your WealthSM

Commonwealth Asset Management Group, LLC 

Helpful Content

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

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

 

Why do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

View all articles arrow

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.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators arrow

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

View all videos arrow