Broker Check
 
Don’t Myth Out on Whole Life The Independence of Financial and Emotional Well-Being Preparing For the Ultimate Vacation Understanding Dividends
 

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

How Do You View Your Future?

How Do You View Your Future?

Learn how your personality influences your financial views.

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

The 12 Steps to Living Confidently: Retire With Confidence

The 12 Steps to Living Confidently: Retire With Confidence

There are good ways to retire and bad ways to retire. Retire the right way by better understanding Social Security.

 

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Financial Fixes: The Hidden Costs of Home Ownership

Six out of 10 millennials regret buying a home because they weren’t prepared for the hidden costs.

How Will You Be Remembered?

Estate planning is one of the best ways to leave a lasting legacy to your loved ones.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Infographic: The ABCs of Financial Literacy

So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.

View all articles arrow

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

View all presentations arrow

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

View all videos arrow