Capital Region Financial Group, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Capital Region Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Capital Region Financial Group, LLC unless a client service agreement is in place.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Hyperlinks
Capital Region Financial Group, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Capital Region Financial Group, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
Periodic withdrawals in retirement may not be such a good idea.
CRFG-LLC.COM
Systematic Withdrawals in Retirement
It’s possible to avoid these classic #retirement traps, with a little preparation.
CRFG-LLC.COM
Retirement Traps to Avoid
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
CRFG-LLC.COM
Silver Sneakers 101
CRFG-LLC.COM
Life Insurance Myths: Debunked
$100 not spent is more like $143. Intrigued? #taxes #saving
CRFG-LLC.COM
Stop Wasting Money
Is your retirement portfolio subject to “sequence of returns” danger?
CRFG-LLC.COM
Retirement Income and the Traditional Portfolio
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
CRFG-LLC.COM
Monthly Market Insights | October 2020
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
CRFG-LLC.COM
Social Security: The $64,000 Question
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
CRFG-LLC.COM
Stay Safe with a B.O.P. At Your Back
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
CRFG-LLC.COM
Types of Stock Market Analysis
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
CRFG-LLC.COM
How the Federal Reserve Works
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
CRFG-LLC.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
CRFG-LLC.COM
The Economic Journey of Your Morning Coffee
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
CRFG-LLC.COM
Creative Ways to Motivate Your Employees
How prepared are you for retirement?
CRFG-LLC.COM
The Pre-Retirement Checklist
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
CRFG-LLC.COM
Changing Unhealthy Behaviors
Whether you realize it or not, you’ve allocated your assets.
CRFG-LLC.COM
A Decision Not Made Is Still a Decision
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
CRFG-LLC.COM
The Value of Insuring Against Life’s Risks
M0 is the total of all physical currency worldwide. What’s it look like?
CRFG-LLC.COM
How Big is Money?
Currency has been around for a long time. Here’s a quick #history lesson.
CRFG-LLC.COM
The History of Currency
Your ideal #retirement may differ from reality, but we can work together to better align the two.
CRFG-LLC.COM
RE: Retirement
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
CRFG-LLC.COM
Social Security: By the Numbers
Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
CRFG-LLC.COM
When Does Your Personal Car Become a Commercial Vehicle?
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
CRFG-LLC.COM
Monthly Market Insights | December 2020
Have a kid heading off to college? Here are a few tips.
CRFG-LLC.COM
A Cheat Sheet for Sending Your Kid to College
You can help ensure that losing your wallet doesn't turn into something bigger.
CRFG-LLC.COM
What to Do When You Lose Your Wallet
With increasing wealth comes unique financial challenges.
CRFG-LLC.COM
Investment Challenges of the Affluent Investor
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
CRFG-LLC.COM
Lesser Known Provisions of the SECURE Act
Three important questions to consider before you start taking #SocialSecurity.
CRFG-LLC.COM
Three Key Questions to Answer Before Taking Social Security
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
CRFG-LLC.COM
Jane Bond: Scaling the Ladder
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
CRFG-LLC.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
Developing a retirement strategy? It's critical to know the differences between investment types.
CRFG-LLC.COM
Traditional vs. Roth IRA
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
CRFG-LLC.COM
Fallen Tree Damage—Who Pays?
Your #creditscore may impact what you pay for auto and home #insurance.
CRFG-LLC.COM
Does Your Credit Score Affect Your Insurance Rates?
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
CRFG-LLC.COM
Monthly Market Insights | January 2021
Check out this video on taxes. #IncomeTax
CRFG-LLC.COM
The Facts About Income Tax
10 tips that can head-off marriage money problems.
CRFG-LLC.COM
Prevent a Rift: Money Tips for Newlyweds
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
CRFG-LLC.COM
Insurance Needs Assessment: When You're Young and Single
Do you know what your #insurance needs are, when you’re married, with children?
CRFG-LLC.COM
Insurance Needs Assessment: Married With Children
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
CRFG-LLC.COM
Prescription Drug Benefits Under Medicare (Part D)
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
CRFG-LLC.COM
Inflation & Your Money
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
CRFG-LLC.COM
Monthly Market Insights | February 2021
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
CRFG-LLC.COM
The Long Run: Women and Retirement
Thinking of volunteering in retirement? Some considerations. #Volunteering
CRFG-LLC.COM
Volunteering in Retirement
Could your portfolio benefit from a zero-coupon bond?
CRFG-LLC.COM
The ABCs of Zero Coupon Bonds
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
CRFG-LLC.COM
What Our Kids Can Teach us About Saving Money
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
CRFG-LLC.COM
What If You Get Audited?
Here are a few key factors to consider when naming an executor for your estate.
CRFG-LLC.COM
And the Executor Is
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
CRFG-LLC.COM
Retiring Wild: National Parks and You
When was the last time you paid yourself first?
CRFG-LLC.COM
Pay Yourself First
Here are a few key factors to consider when naming an executor for your estate.
CRFG-LLC.COM
And the Executor Is
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
CRFG-LLC.COM
The Other Sure Thing
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
CRFG-LLC.COM
Social Media: #NewestBusinessLiabilityRisk
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
CRFG-LLC.COM
Retiring Wild: National Parks and You
When was the last time you paid yourself first?
CRFG-LLC.COM
Pay Yourself First
Here are a few key factors to consider when naming an executor for your estate.
CRFG-LLC.COM
And the Executor Is
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
CRFG-LLC.COM
“Dirty Dozen” Tax Scams to Watch For
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
CRFG-LLC.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
CRFG-LLC.COM
The Other Sure Thing
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
CRFG-LLC.COM
Social Media: #NewestBusinessLiabilityRisk
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
CRFG-LLC.COM
Retiring Wild: National Parks and You
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
CRFG-LLC.COM
Breaking Down the Parts of Medicare
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
CRFG-LLC.COM
“Dirty Dozen” Tax Scams to Watch For
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
CRFG-LLC.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
CRFG-LLC.COM
The Other Sure Thing
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
CRFG-LLC.COM
Social Media: #NewestBusinessLiabilityRisk
What do you need to know in the face of post COVID-19 volatility?
CRFG-LLC.COM
Pullbacks, Corrections, and Bear Markets
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
CRFG-LLC.COM
Breaking Down the Parts of Medicare
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
CRFG-LLC.COM
“Dirty Dozen” Tax Scams to Watch For
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
CRFG-LLC.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
CRFG-LLC.COM
The Other Sure Thing
