If you find yourself overwhelmed by the number of accounts you have to manage — from retirement and investment accounts to bank accounts and trusts — you’re not alone. It’s all too easy to lose track of them all. Consolidating 401(k)s and other retirement...
There are many life-changing events that can affect a woman’s financial wellbeing, sense of security, and overall plan for the future. I, personally, have always planned (and saved) for the future, knowing in the back of my mind that circumstances could change at any...
Proactive Strategies for Lowering Taxes and Growing Your Financial Future Asking your accountant at tax time if there’s any way to reduce your tax bill doesn’t always help much. Proper tax planning involves looking at and understanding the tax implications of...
In celebration of the achievements of Black Americans and their integral role in our nation’s history, here are eight Black wealth builders we believe should be remembered. These individuals deserve recognition for their contributions to America’s financial...
Capstone clients often turn to financial advisor Linsey Simek for advice on their portfolios and investments, but have you ever been curious about her favorite karaoke song? We decided to have a little fun and asked her some light-hearted questions—here’s what she had...
