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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HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
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Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
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Naming a Trusted Contact
It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.
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Key Retirement and Tax Numbers for 2023
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
Calculators
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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?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.