2809 South Lynnhaven Road
Suite 310
Virginia Beach, VA 23452

CommonWealth Planning, LLC.

(757) 213-2200

 
Suddenly Single: 3 Steps to Take Now Acres of Diamonds A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate

Welcome, I'm Joe Counts, a financial Professional in Virginia Beach, VA.  We understand that individuals and business owners face unique challenges.  Our mission is to help you live a successful, worry free financial life. Our goal is to remove the worry that comes from hoping that you are making the right financial decisions and replace it with helping you feel confident that you are making the right financial decisions for your family and business's future.

Our personalized service and process helps you address your needs for today and for many years to come.  After just the first meeting, the overall opportunity available will begin to crystallize.  Our professionals have years of experience in financial services and we believe we can help you positively impact your financial health right away. We look forward to working with you through all stages of your life, please call (757) 213-2200.

 

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Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

 

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Rightsizing for Retirement

What does your home really cost?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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