Commonwealth Financial Partners, LC

Helping to Convert Dreams into Reality

My fundamental planning strategy is designed to help:

  

Reduce Risk

 Reduce Taxes

Reduce Out of Pocket Expenses

Increase Cash Flow

Increase Benefits

Increase Wealth

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

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