2022 Retirement Plan Updates from IRS

2022 Retirement Plan Updates from IRS

Capstone Investment Financial Group IRS just announced increases to retirement plan contributions for 2022. Some didn’t increase, others did slightly. Below are the increases per the IRS increase for 2022: *Depending on Defined Contribution (401k), higher limits maybe...
Restylement

Restylement

Restylement \rē stīle ment\ verb : an instance of reshaping or rearranging what you do and how you do it. Often referring to life and taking into account the time you have, money, and significance. — see also take control, change directions, retire, choose...
Market Induced Anxiety

Market Induced Anxiety

By Lindsey Simek   Over the last few weeks, we have been hearing buzz about a possible market correction. The terms “downturn” and “pullback” seem to be everywhere and that is causing some uneasiness. We like seeing our portfolios grow, our money working for us,...
The Importance of Financial Independence

The Importance of Financial Independence

By Lindsey Simek, Financial Advisor When it comes to us women, there are several reasons why money and finances may take a back seat to our everyday responsibilities. It’s not that we can’t plan for our financial future, we can, we are just so busy. We work, take care...

Ethical Investing Now a $1 Trillion Business

Read more about ethical investing in the recent article by Jeanne Davant for the June 4 edition of the Colorado Springs Business Journal featuring Capstone Investment financial advisor, Lindsey Simek. A copy of the full article can be found here: Ethical investing now...