CommonWealth One Financial Network's investment representatives can recommend a mix of quality investment options, such as mutual funds, IRAs and fixed and variable annuities, based on your unique situation. We also offer long-term care and life insurance to protect you and your loved ones.
We partner with Securities America, Inc. Registered Representatives for CommonWealth One Financial Network. They are skilled at tailoring recommendations suitable to your risk tolerance and investment analysis.
Newsletters
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.