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.
Work/Life Fluidity: Less Stress, Higher Productivity
There’s no doubt about it: technology has changed the way we work. And not only the way we work, but also the how, when and where.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.
When to start? Should I continue to work? How can I maximize my benefit?
Be realistic about the sale of your business, get it ready for the sale and make sure key employees are on board
Using whole life to transfer wealth when it comes to paying estate taxes
Are you feeling ready to expand your career? Or maybe switch careers altogether? After you’ve been in the working world a while, it’s common to want more from your professional life. A lot of people turn to graduate school to get there, but sometimes this plan is accompanied by a four-letter word: debt.
Some things to consider when contemplating selling your business
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Here’s a crash course on saving for college.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know how to set up your financial goals for success? This knight does.
Have you explored all your options when it comes to managing your taxable income?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What is Life Insurance? Part 1