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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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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Key Retirement and Tax Numbers for 2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?