For many people, the decision to begin Social Security isn’t purely financial, it’s emotional. One of our clients recently shared just how much uncertainty the process stirred up, even though she had more than enough resources to cover her retirement needs. On paper,...
Studies show that only 20% of couples make long-term financial decisions together. That’s a problem. When one spouse manages everything, it can leave the surviving partner feeling lost.
Graduating college is exciting but it can also be overwhelming—especially since most students receive little education in personal finance. Explore essential money tips for new grads to reduce debt and start saving wisely.
Helping clients achieve financial organization is more than a service—it’s a lifeline. Beyond the spreadsheets and account balances, it offers peace of mind, a sense of control, and the confidence to make decisions without fear.
Let’s talk about the elephant in the room: estate planning. It’s not exactly everyone’s favorite topic, but it’s crucial. Without an updated will and estate plan, your loved ones could face unnecessary stress and uncertainty in the event of...
Capstone clients know Bill Sigrist as the steady hand behind our operations. Quiet and mild-mannered, he brings a methodical approach to everything he does, ensuring that our work runs smoothly and efficiently. We sat him down for a few light-hearted questions so you...
