by admin | Mar 27, 2024 | Capstone, Retirement, taxes
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...
by Capstone Investment Financial Group | Oct 21, 2023 | Restylement, Retirement
Restylement represents a shift from simply stepping out of the workforce after a certain age to intentionally crafting a new chapter in one’s life that aligns with personal well-being, passions, and purpose. It’s not just a phase of life; it’s a lifestyle choice.
by admin | Jan 6, 2023 | Archives, Retirement
What is it: Colorado General Assembly passed a law requiring certain employers to have a retirement plan in place or use the Colorado Secure Savings Program. Who: Colorado employers with 5 employees or more. Those with current 401k or other qualified savings plans...
by admin | Oct 27, 2022 | Archives, Retirement
The IRS just announced increases to retirement plan contributions for 2023. We will see some large increases, much due to the high level of inflation. Below are the increases per the IRS for 2023: The IRS allows a “catch up” contribution of an additional $1,000 to...
by admin | Nov 8, 2021 | Archives, Retirement
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...
by Hillary Hienton | Sep 13, 2018 | Capstone, Changing Times, Retirement
I recently had a significant scare with my 73-year-old father when his life nearly came to an end. I recognize we are mortals, but this particular scare was abrupt. After we got past the initial trauma and remembered to breathe, my brain took over from my heart. I...