2809 South Lynnhaven Road
Suite 310
Virginia Beach, VA 23452

CommonWealth Planning, LLC.

(757) 213-2200

 
Charitable Giving: Smart from the Heart Women and Retirement Exit Strategies of the Rich and Famous What Can a Million Dollars Buy You?

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.

 

Helpful Content

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Estimate Your RMD

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Your Cash Flow Statement

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

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Rightsizing for Retirement

What does your home really cost?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Facts About Income Tax

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

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

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