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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Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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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.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.