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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The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Business Cycle
How will you weather the ups and downs of the business cycle?
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Doubling Your Money
This calculator demonstrates the power of compound interest.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?