Plan For Tomorrow
At Capitol Wealth Management, we are passionate about your success. We view your entire financial picture from a wide angle lens, address all aspects of your plan, and utilize our diverse experience to help you with growth, preservation, and legacy planning.
We are a unique, independent advisory firm ready to help you and your family plan for tomorrow. Contact us to learn more about how working with an experienced professional can benefit you.
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We are professionally prepared to help you with all of your comprehensive objectives, including financial planning, investments, and insurance.
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We value the trusted, long-term relationships we foster with clients and enjoy working with them through the many milestones of life.
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We believe that financial planning is not an event, but a process. We will walk with you through every step of the way, from developing your plan to seeing you through to your goals.
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Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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?"
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.