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.
Essential Steps to Avoid and Recover From Identity Theft
Identity theft is becoming more common every day. Here’s what to do if it happens to you.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
What does the Tax Reform and Jobs Act mean for you?
Get ready. We’re about to get deep. Have you ever thought about what means, means?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Learn about a financial asset that can help you build a stronger financial future.
Money is a central part of everyday life as an adult. We spend time most days earning it, we need it for survival, and we want it for fun and entertainment.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
How federal estate taxes work, plus estate management documents and tactics.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Do you know how to set up your financial goals for success? This knight does.
For women, retirement strategy is a long race. It’s helpful to know the route.
Make your retirement as exciting as your next vacation.