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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Year-End 2024 Tax Tips
Here are some things to consider when weighing potential tax moves before the end of the year.
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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
This article explains the basics of capital gains taxes when selling a home.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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Insurance Gaps May Pose Risks for High-Net-Worth Households
It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
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.