capstonewealthmanagement.com
Lifestyle | Rick Webb
http://www.capstonewealthmanagement.com/resource-center/lifestyle
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. Using smart management to get more of what you want and free up assets to invest. Saving on Fitness Center Membership Costs.
capstonewealthmanagement.com
Tax | Rick Webb
http://www.capstonewealthmanagement.com/resource-center/tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Will You Pay the AMT? What If You Get Audited? Every year the...
capstonewealthmanagement.com
Insurance | Rick Webb
http://www.capstonewealthmanagement.com/resource-center/insurance
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? Protecting Those Who Matter Most. The importance of life insurance, how it works, and how much coverage you need. When co...
davidanielsen.com
Estate | David Nielsen
http://www.davidanielsen.com/resource-center/estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. When Do You Need a Will? When do you need a will? The answer is easy: right now. Principles of Preserving Wealth. Do You Feel Lucky? Federal...
davidanielsen.com
Money | David Nielsen
http://www.davidanielsen.com/resource-center/money
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Your Cash Flow Statement. Well, they are.
davidanielsen.com
Lifestyle | David Nielsen
http://www.davidanielsen.com/resource-center/lifestyle
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Making the most of surprises is a great reason to work with us. Using smart management to get more of what you want and free up assets to invest. What to Do When You Lose Your Wallet. To Catch a Thief. To Catch a Thief.
davidanielsen.com
Suddenly Single: 3 Steps to Take Now | David Nielsen
http://www.davidanielsen.com/resource-center/lifestyle/suddenly-single-3-steps-to-take-now
Suddenly Single: 3 Steps to Take Now. Here are 3 steps to take right now that may make a difference if you find yourself suddenly single. It’s never a bad time to speak with your financial advisor about changes in your situation. To Catch a Thief. Having your identity stolen may result in financial loss plus the cost of trying to restore your good name. Using smart management to get more of what you want and free up assets to invest. Download Our Free App. Have A Question About This Topic?
cfcadvisers.com
Lifestyle | Mick L. Owens, CFP®
http://www.cfcadvisers.com/resource-center/lifestyle
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Using smart management to get more of what you want and free up assets to invest. The Richest Man in Babylon. This calculator ca...
cfcadvisers.com
how-to-retire-early
http://www.cfcadvisers.com/resource-center/retirement/how-to-retire-early
How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. A Bucket Plan to Go with Your Bucket List. A bucket plan can help you be better prepared for a comfortable retirement. Three Key Questions to Answer Before Taking Social Security. Should I continue to work? How can I maximize my benefit? There are a number of ways to withdraw money from a qualified retirement plan. Mick Owens, CFP. Chris Rockey, ChFC. Rod Carroll, CFP.
cfcadvisers.com
Home | Mick L. Owens, CFP®
http://www.cfcadvisers.com/resource-center/investment/busting-the-bubble
You’ve made investments your whole life. Work with us to help make the most of them. Making the most of surprises is a great reason to work with us. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. Where Will Your Retirement Money Come From? A Living Trust Primer. The ABCs of Zero Coupon Bonds. Understanding some basic concepts...
