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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lease Interest

What's the interest rate on the lease you're considering?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Personal Inflation Rate

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

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Newsletters

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

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