Comprehensive Wealth Management, Ltd.

  Welcome

 

We're here to help educate you about the basic concepts of achieving financial independence through a Comprehensive Wealth Management approach; to help you learn more about who we are; and to give you fast easy access to a wealth of information in the form of newsletter articles, calculators, and research reports.  We hope you take advantage of this resource and visit us often.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  We have created this Web site to help you gain a better understanding of income tax, investing, retirement, estate planning, insurance, and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. 

Be sure to add our site to your "favorites" in your Internet browser.  We frequently update this information, and we wouldn't want you to miss any new tax or financial planning strategies.
Calculators

Car Affordability

How much can you afford to pay for a car?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Newsletters

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Why Realistic Expectations May Be Great

Although positive thinking can be powerful, there's a fine line between optimism and unrealistic expectations. There are possible pitfalls when overestimating how a portfolio will perform.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

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