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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Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
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Are You a HENRY? Consider These Wealth-Building Strategies
High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.
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HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
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Building Financial Resilience
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
Calculators
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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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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.