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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
Try these activities to keep your brain sharp.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Learn when it may not make sense to file a claim on your home insurance.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn how to harness the power of compound interest for your investments.
It’s never a bad time to speak with your financial advisor about changes in your situation.
When should you take your Social Security benefit?
Investors seeking world investments can choose between global and international funds. What's the difference?
Here is a quick history of the Federal Reserve and an overview of what it does.
Here are five facts about Social Security that might surprise you.