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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A step-by-step plan to become more financially and emotionally confident can make this year awesome.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
What’s the connection between cars and financial management?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some key concepts to understand when investing for retirement
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
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
Even low inflation rates can pose a threat to investment returns.
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How will you weather the ups and downs of the business cycle?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.