Understanding Today’s Financial Environment
Welcome, we are Capitol Financial Solutions. Acting as fiduciaries, we place the goals and objectives of our clients at the center of our financial planning process. We understand that individuals, their families, and their businesses face unique challenges as they strive to reach their goals. Have I saved enough for retirement? Are my investments tax efficient ? Are tax inefficiencies hampering my goals? Is my family and/or business protected should something happen to me? How do I best accumulate the wealth needed to fund my child’s college expenses? We can help take the mystery out of these questions with a structured financial plan catered to you.
We are very proud of the practice that we have built and look forward to working with you and your loved ones.Contact Us
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Your credit score may influence how much you pay for auto and home insurance.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
Taking your Social Security benefits at the right time may help maximize your benefit.
That big list of dreams and goals isn't the only way to look at your bucket list.