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Helping Clients Invest in Their Financial Dreams

With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Capitol Wealth Strategies, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.

Helpful Content

A Cheat Sheet for Sending Your Kid to College

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.

The Big Little Things: 5 Easy Ways to Protect Your Money

The Big Little Things: 5 Easy Ways to Protect Your Money

Put measures in place to help you replace a portion of your income if the unexpected happens.

How Growing a Business is Like Raising a Child

How Growing a Business is Like Raising a Child

Careful and considered planning can help you nurture your business through its lifecycle into an independent enterprise.

 

Inflation - Back to the Future

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

5 Original Ways to Show Your Love

One of the best ways to love the people you care about is through properly protecting yourself, and them.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Infographic: Top Tip for Tipping

Do you really have to tip 25% on a $5 coffee? What about your ride-share driver? Learn from the experts.

Business Boosters: Tips for Building a Team

Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.

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Principles of Preserving Wealth

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

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When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

The Power of Tax-Deferred Growth

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

Making Your Tax Bracket Work

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

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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