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.
Planning Your Legacy
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
Whole Life Insurance Can Be an Asset For Balance
Learn how you can create a balance between growth and stability with whole life insurance.
Help others achieve life-long financial balance with just a desire to be something different.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Living with confidence means living within your means. managers.
The major challenge “millenipreneurs" face is cash flow issues. Here are tips that can help position themselves for success.
Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.
When it comes to managing your personal finances, there’s plenty of complex advice out there. But often, simpler is better.
How federal estate taxes work, plus estate management documents and tactics.
The decision whether to buy or rent a home may have long-term implications.
Here’s a quick guide to checking to see if you have unclaimed money.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?