Check out this video on taxes. #IncomeTax
CAPSTONE-WEALTH.COM
The Facts About Income Tax
Concerned about the social impact of your investments?
CAPSTONE-WEALTH.COM
Investing with Your Heart
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
CAPSTONE-WEALTH.COM
Tax Deductions You Won't Believe
$100 not spent is more like $143. Intrigued? #taxes #saving
CAPSTONE-WEALTH.COM
Stop Wasting Money
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
CAPSTONE-WEALTH.COM
Disability and Your Finances
Childhood attitudes and habits can determine your child's health in his or her adult years.
CAPSTONE-WEALTH.COM
Raising Healthy Children
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
CAPSTONE-WEALTH.COM
What Is a 1035 Exchange?
Three tips for giving smart from the heart.
CAPSTONE-WEALTH.COM
Charitable Giving: Smart from the Heart
Concerned about identity theft? Some things to leave at home. #IdentityTheft
CAPSTONE-WEALTH.COM
Please Leave Home Without It
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
CAPSTONE-WEALTH.COM
Monthly Market Insights | October 2020
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
CAPSTONE-WEALTH.COM
Is a Variable Annuity Right for Me?
If you died, what would happen to your email archives, social
profiles, and online accounts?
CAPSTONE-WEALTH.COM
Safeguard Your Digital Estate
Ever wonder about those free credit scores you get once a year? #creditscore #credit
CAPSTONE-WEALTH.COM
The Lowdown on Those Free Credit Scores
Have a strategy for discussing healthcare with your parents. #AgingParents
CAPSTONE-WEALTH.COM
Caring for Aging Parents
Learn more about whether you need to pay estimated taxes.
CAPSTONE-WEALTH.COM
You May Need to Make Estimated Tax Payments If…
Business owners should consider a succession plan sooner rather than later.
CAPSTONE-WEALTH.COM
Succeeding at Business Succession
How do you find care for your special-needs child?
CAPSTONE-WEALTH.COM
Tips for Finding Care for Your Disabled Child
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
CAPSTONE-WEALTH.COM
“Dirty Dozen” Tax Scams to Watch For
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
CAPSTONE-WEALTH.COM
Yours, Mine and Ours: Estate Strategies for Second Marriages
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
CAPSTONE-WEALTH.COM
What Our Kids Can Teach us About Saving Money
You can help ensure that losing your wallet doesn't turn into something bigger.
CAPSTONE-WEALTH.COM
What to Do When You Lose Your Wallet
The savings rate is the government’s estimate of how much U.S. households are saving.
CAPSTONE-WEALTH.COM
U.S. Personal Savings Rate
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
CAPSTONE-WEALTH.COM
Monthly Market Insights | November 2020
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
CAPSTONE-WEALTH.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
Do you have a will? Is it updated?
CAPSTONE-WEALTH.COM
When Do You Need a Will?
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
CAPSTONE-WEALTH.COM
What Do Your Taxes Pay For?
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
CAPSTONE-WEALTH.COM
Life and Death of a Twenty Dollar Bill
Is there a role for both active and passive investments in your portfolio?
CAPSTONE-WEALTH.COM
The Great Debate Continues: Active vs. Passive
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
CAPSTONE-WEALTH.COM
Mastering Mobile Lingo
Wall Street has a lot of cliches. How many do you know?
#WallStreet
CAPSTONE-WEALTH.COM
16 Wall Street Cliches in 60 Seconds
There are billions in unclaimed dollars in the US. Is some of that yours?
CAPSTONE-WEALTH.COM
Surprise! You’ve Got Money!
Today, we honor those who have served our nation to protect its freedom. A heartfelt thank you to all of our veterans and active military members! #VeteransDay #thankaveteran
CAPSTONE-WEALTH.COM
Veterans Day 2020
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
CAPSTONE-WEALTH.COM
Is a Variable Annuity Right for Me?
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
CAPSTONE-WEALTH.COM
Important Birthdays Over 50
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
CAPSTONE-WEALTH.COM
To Buy or Not to Buy
Lifestyle inflation can be the enemy of wealth building.
CAPSTONE-WEALTH.COM
Keeping Up with the Joneses
How many credit cards do you have?
CAPSTONE-WEALTH.COM
Spotting Credit Trouble
When the rules of the game change, tactics should follow in response to the new landscape.
CAPSTONE-WEALTH.COM
Revising Estate Strategy Assumptions
There are many factors to consider before tapping retirement money to pay for college.
CAPSTONE-WEALTH.COM
Should You Tap Retirement Savings to Fund College?
From our family to yours, we wish everyone a safe and happy Thanksgiving! #Thanksgiving2020
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
CAPSTONE-WEALTH.COM
Mutual Funds vs. ETFs
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
CAPSTONE-WEALTH.COM
Errors and Omissions Insurance
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
CAPSTONE-WEALTH.COM
A Look at Whole Life Insurance
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
CAPSTONE-WEALTH.COM
Inflation & Your Money
How will your investments weather the ups and downs of the business cycle?
CAPSTONE-WEALTH.COM
The Business Cycle
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
CAPSTONE-WEALTH.COM
Questions to Ask About Medicare
Saving for college doesn’t have to be as complicated as college itself.
CAPSTONE-WEALTH.COM
Saving for College 101
When was the last time you updated your will?
CAPSTONE-WEALTH.COM
Will Power
The recent stock market rally took pause last week as rising COVID-19 infections and slow progress on an economic relief bill loomed over markets.
CAPSTONE-WEALTH.COM
Week In Review: Stock Rally Takes Pause As COVID-19 Cases Surge
Check out this video on taxes. #IncomeTax
CAPSTONE-WEALTH.COM
The Facts About Income Tax
How literate are you when it comes to your finances? Brush up with these five basics.
CAPSTONE-WEALTH.COM
The Five Basics of Financial Literacy
The tax rules that govern donating art are complex and confusing. #taxes #art
CAPSTONE-WEALTH.COM
Donating Art: Taxation Abstraction
When was the last time you checked your credit score? #CreditScore
CAPSTONE-WEALTH.COM
How Does Your Credit Score Compare?
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
CAPSTONE-WEALTH.COM
Inflation and Your Portfolio
When was the last time you paid yourself first?
CAPSTONE-WEALTH.COM
Pay Yourself First
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
CAPSTONE-WEALTH.COM
Social Security: By the Numbers
What does it actually cost to raise a child? You might be surprised.
CAPSTONE-WEALTH.COM
The Half Million Dollar Baby
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
CAPSTONE-WEALTH.COM
The ABC’s of Auto Insurance
The tax rules that govern donating art are complex and confusing. #taxes #art
CAPSTONE-WEALTH.COM
Donating Art: Taxation Abstraction
When was the last time you checked your credit score? #CreditScore
CAPSTONE-WEALTH.COM
How Does Your Credit Score Compare?
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
CAPSTONE-WEALTH.COM
Inflation and Your Portfolio
Every year since 1947, the U.S. President pens an economics textbook.
CAPSTONE-WEALTH.COM
Required Reading: The Economic Report of the President
If you don’t have an #estatestrategy, here’s some reasons why you should.
CAPSTONE-WEALTH.COM
Why Everyone Needs an Estate Strategy
What do you hope to do in 2021? Whatever your plans are for the new year, we hope it brings you nothing but peace, joy, and abundance! Wishing all of you a very Happy New Year! #2021
CAPSTONE-WEALTH.COM
Happy New Year 2021
Do you have a will? Is it updated?
CAPSTONE-WEALTH.COM
When Do You Need a Will?
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
CAPSTONE-WEALTH.COM
Social Security: By the Numbers
What does it actually cost to raise a child? You might be surprised.
CAPSTONE-WEALTH.COM
The Half Million Dollar Baby
Considering alternative investments? It’s critical to sort through the complexity. #video
CAPSTONE-WEALTH.COM
Alternative Investments - Going Mainstream
Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
CAPSTONE-WEALTH.COM
When Does Your Personal Car Become a Commercial Vehicle?
Some simple, inexpensive energy-saving tips that may help you save money.
CAPSTONE-WEALTH.COM
A Penny Saved is Two Pennies Earned
Every year since 1947, the U.S. President pens an economics textbook.
CAPSTONE-WEALTH.COM
Required Reading: The Economic Report of the President
If you don’t have an #estatestrategy, here’s some reasons why you should.
CAPSTONE-WEALTH.COM
Why Everyone Needs an Estate Strategy
What do you hope to do in 2021? Whatever your plans are for the new year, we hope it brings you nothing but peace, joy, and abundance! Wishing all of you a very Happy New Year! #2021
CAPSTONE-WEALTH.COM
Happy New Year 2021
Check out this video on taxes. #IncomeTax
CAPSTONE-WEALTH.COM
The Facts About Income Tax
Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:
CAPSTONE-WEALTH.COM
Medicare Advantage Plans (Medicare Part C)
$100 not spent is more like $143. Intrigued? #taxes #saving
CAPSTONE-WEALTH.COM
Stop Wasting Money
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
CAPSTONE-WEALTH.COM
How the Federal Reserve Works
Considering alternative investments? It’s critical to sort through the complexity. #video
CAPSTONE-WEALTH.COM
Alternative Investments - Going Mainstream
Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
CAPSTONE-WEALTH.COM
When Does Your Personal Car Become a Commercial Vehicle?
Have a kid heading off to college? Here are a few tips.
CAPSTONE-WEALTH.COM
A Cheat Sheet for Sending Your Kid to College
Wall Street has a lot of cliches. How many do you know?
#WallStreet
CAPSTONE-WEALTH.COM
16 Wall Street Cliches in 60 Seconds
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
CAPSTONE-WEALTH.COM
A House Divided
Check out this video on taxes. #IncomeTax
CAPSTONE-WEALTH.COM
The Facts About Income Tax
Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:
CAPSTONE-WEALTH.COM
Medicare Advantage Plans (Medicare Part C)
$100 not spent is more like $143. Intrigued? #taxes #saving
CAPSTONE-WEALTH.COM
Stop Wasting Money
Protect yourself from identity theft. #IdentityTheft
CAPSTONE-WEALTH.COM
To Catch a Thief
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
CAPSTONE-WEALTH.COM
Social Security Benefits: How Much Will I Receive
Three steps may make a difference if you find yourself suddenly single.
CAPSTONE-WEALTH.COM
Suddenly Single: 3 Steps to Take Now
Could you find acres of diamonds in your own backyard? Watch this video.
CAPSTONE-WEALTH.COM
Acres of Diamonds
Have a kid heading off to college? Here are a few tips.
CAPSTONE-WEALTH.COM
A Cheat Sheet for Sending Your Kid to College
Wall Street has a lot of cliches. How many do you know?
#WallStreet
CAPSTONE-WEALTH.COM
16 Wall Street Cliches in 60 Seconds
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
CAPSTONE-WEALTH.COM
The Economic Journey of Your Morning Coffee
Do you have a will? Is it updated?
CAPSTONE-WEALTH.COM
When Do You Need a Will?
Investors should understand the ways in which financial professionals are compensated for the services they provide.
CAPSTONE-WEALTH.COM
How Financial Professionals Are Compensated
Protect yourself from identity theft. #IdentityTheft
CAPSTONE-WEALTH.COM
To Catch a Thief
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
CAPSTONE-WEALTH.COM
Social Security Benefits: How Much Will I Receive
Three steps may make a difference if you find yourself suddenly single.
CAPSTONE-WEALTH.COM
Suddenly Single: 3 Steps to Take Now
The savings rate is the government’s estimate of how much U.S. households are saving.
CAPSTONE-WEALTH.COM
U.S. Personal Savings Rate
Lifestyle inflation can be the enemy of wealth building.
CAPSTONE-WEALTH.COM
Keeping Up with the Joneses
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
CAPSTONE-WEALTH.COM
The SECURE Act
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
CAPSTONE-WEALTH.COM
What Do Your Taxes Pay For?
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
CAPSTONE-WEALTH.COM
The Economic Journey of Your Morning Coffee
Do you have a will? Is it updated?
CAPSTONE-WEALTH.COM
When Do You Need a Will?
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
CAPSTONE-WEALTH.COM
Social Media: #NewestBusinessLiabilityRisk
As complex as the details of taxes can be, the income tax process is fairly straightforward.
CAPSTONE-WEALTH.COM
How Income Taxes Work
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
CAPSTONE-WEALTH.COM
How to Make the Tax Code Work for You
The savings rate is the government’s estimate of how much U.S. households are saving.
CAPSTONE-WEALTH.COM
U.S. Personal Savings Rate
Lifestyle inflation can be the enemy of wealth building.
CAPSTONE-WEALTH.COM
Keeping Up with the Joneses
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
CAPSTONE-WEALTH.COM
The SECURE Act
A home is the single largest financial commitment for most people. What mortgage fits you best?
CAPSTONE-WEALTH.COM
Choosing a Mortgage
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
CAPSTONE-WEALTH.COM
Budgeting After a Divorce
There are benefits and limitations when using a living trust. #LivingTrust
CAPSTONE-WEALTH.COM
A Living Trust Primer
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
CAPSTONE-WEALTH.COM
Social Media: #NewestBusinessLiabilityRisk
As complex as the details of taxes can be, the income tax process is fairly straightforward.
CAPSTONE-WEALTH.COM
How Income Taxes Work
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
CAPSTONE-WEALTH.COM
How to Make the Tax Code Work for You
Tax time can be a good time to give your household budget a checkup.
CAPSTONE-WEALTH.COM
Budget Check Up: Tax Time Is the Right Time
Learn more about whether you need to pay estimated taxes.
CAPSTONE-WEALTH.COM
You May Need to Make Estimated Tax Payments If…
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
CAPSTONE-WEALTH.COM
Buying vs. Leasing a Car
A home is the single largest financial commitment for most people. What mortgage fits you best?
CAPSTONE-WEALTH.COM
Choosing a Mortgage
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
CAPSTONE-WEALTH.COM
Budgeting After a Divorce
There are benefits and limitations when using a living trust. #LivingTrust
CAPSTONE-WEALTH.COM
A Living Trust Primer
Protect yourself from identity theft. #IdentityTheft
CAPSTONE-WEALTH.COM
To Catch a Thief
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
CAPSTONE-WEALTH.COM
Changing Unhealthy Behaviors
Tax time can be a good time to give your household budget a checkup.
CAPSTONE-WEALTH.COM
Budget Check Up: Tax Time Is the Right Time
Learn more about whether you need to pay estimated taxes.
CAPSTONE-WEALTH.COM
You May Need to Make Estimated Tax Payments If…
The tax rules that govern donating art are complex and confusing. #taxes #art
CAPSTONE-WEALTH.COM
Donating Art: Taxation Abstraction
Check out this video on taxes. #IncomeTax
CAPSTONE-WEALTH.COM
The Facts About Income Tax
Attention Estate Executors: Do you know about the Alternate Valuation Date?
CAPSTONE-WEALTH.COM
Understanding the Alternate Valuation Date
Consider a bucket plan to go with your bucket list.
CAPSTONE-WEALTH.COM
A Bucket Plan to Go with Your Bucket List
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
CAPSTONE-WEALTH.COM
Insurance Needs Assessment: When You're Newly Married
Protect yourself from identity theft. #IdentityTheft
CAPSTONE-WEALTH.COM
To Catch a Thief
Is your retirement portfolio subject to “sequence of returns” danger?
CAPSTONE-WEALTH.COM
Retirement Income and the Traditional Portfolio
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
CAPSTONE-WEALTH.COM
The Financial Literacy Crisis
Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:
CAPSTONE-WEALTH.COM
Qualifying For Medicare Under Age 65
The tax rules that govern donating art are complex and confusing. #taxes #art
CAPSTONE-WEALTH.COM
Donating Art: Taxation Abstraction
Check out this video on taxes. #IncomeTax
CAPSTONE-WEALTH.COM
The Facts About Income Tax
Attention Estate Executors: Do you know about the Alternate Valuation Date?
CAPSTONE-WEALTH.COM
Understanding the Alternate Valuation Date
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
CAPSTONE-WEALTH.COM
“Dirty Dozen” Tax Scams to Watch For
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
CAPSTONE-WEALTH.COM
From Boats to Brokers
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
CAPSTONE-WEALTH.COM
Insuring Your Business Against Cyber Liability
Is your retirement portfolio subject to “sequence of returns” danger?
CAPSTONE-WEALTH.COM
Retirement Income and the Traditional Portfolio
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
CAPSTONE-WEALTH.COM
The Financial Literacy Crisis
Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:
CAPSTONE-WEALTH.COM
Qualifying For Medicare Under Age 65
It’s possible to avoid these classic #retirement traps, with a little preparation.
CAPSTONE-WEALTH.COM
Retirement Traps to Avoid
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
CAPSTONE-WEALTH.COM
Planning for the Expected
You can help ensure that losing your wallet doesn't turn into something bigger.
CAPSTONE-WEALTH.COM
What to Do When You Lose Your Wallet
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
CAPSTONE-WEALTH.COM
“Dirty Dozen” Tax Scams to Watch For
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
CAPSTONE-WEALTH.COM
From Boats to Brokers
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
CAPSTONE-WEALTH.COM
Insuring Your Business Against Cyber Liability
