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...
by admin | Jul 3, 2018 | Capstone, Changing Times, Restylement, Retirement
By Jamie Cornehlsen In 1999 a man sat comfortably as he watched the stock market rise. Due to his aggressive investment strategy, his wealth had doubled. He looked at his retirement, thinking he could do more than he ever imagined. Today, 19 years later, his portfolio...
by admin | Jun 21, 2018 | Capstone, Restylement, Retirement
In speaking with clients, I have noticed that most find it hard to conceptualize how much they will spend in retirement. To get a better idea of an actual number, my associate, Ted Schwartz conveys the following concept to clients. To begin, think about your...
