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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Business Boosters: How to Exit Your Business Successfully
Every business owner needs a plan to exit their business in a way that helps prepare them and the business.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
However exciting retiring abroad may sound, it deserves considerable planning.
Many parents consider financial goals to benefit their children at major milestones, whether it’s the appearance of a first..
As our nation ages, many Americans are turning their attention to caring for aging parents.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Smart investors take the time to separate emotion from fact.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Pundits say a lot of things about the markets. Let's see if you can keep up.