Estate Planning Is a Family Conversation—Not a Solo Task
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.
Money Tips for New Grads
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 Rebecca Find Clarity in Chaos: A Financial Advisor’s Role Beyond Numbers
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.
Procrastinate No More: Why an Updated Will and Estate Plan are Crucial
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...A few questions with Bill
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...