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.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
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
Saving for College 101
Here’s a crash course on saving for college.
Calculating your potential Social Security benefit is a three-step process.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Consolidating your assets onto one platform can reap multiple benefits.
It turns out Mom really did know best when she laid down essential truths to live by.
Discover why we need to plan the future for future generations today.
Do your insurance needs stay the same when the nest empties?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A special needs trust helps care for a special needs child when you’re gone.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Smart investors take the time to separate emotion from fact.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.