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’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Is Your Financial House Haunted?
There is nothing to fear but fear itself, especially when it comes to personal finances.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A look inside the U.S. government's statistics on household net worth.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Get the facts about guaranteed retirement income.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Make the gig economy work for you.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
That big list of dreams and goals isn't the only way to look at your bucket list.
Learn how to harness the power of compound interest for your investments.
Here’s a crash course on saving for college.