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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

Essential Steps to Avoid and Recover From Identity Theft

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

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

Whole Life Insurance Can Be an Asset For Balance

Learn how you can create a balance between growth and stability with whole life insurance.

 

As of Today, You’re Different.

Help others achieve life-long financial balance with just a desire to be something different.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

How to Cut Your Expenses

Living with confidence means living within your means. managers.

Financial Hacks for Millennials: Starting a Business

The major challenge “millenipreneurs" face is cash flow issues. Here are tips that can help position themselves for success.

6 Strategies to Help You Prepare for Living on Retirement

Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.

Thanks, Mom!

When it comes to managing your personal finances, there’s plenty of complex advice out there. But often, simpler is better.

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Principles of Preserving Wealth

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

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

When the Unexpected Becomes Reality

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

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

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