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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

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

 

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Put Your Child on the Path to a Stronger Financial Future

Many parents consider financial goals to benefit their children at major milestones, whether it’s the appearance of a first..

Take the Stage: Commitment and the Money Conversation

Congratulations, you’re ready to commit. Perhaps you now share keys to the same front door or there’s a ring in your future.

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Principles of Preserving Wealth

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

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

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