by admin | Aug 31, 2020 | Archives, Capstone, Changing Times
By Ryan Turbyfill, MBA I was talking with Ted Schwartz last week about Capstone’s next article and we discussed how investing and financial planning are a lot like training for an endurance racing event. As some of you may know, one of my great passions outside...
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...
by admin | Nov 20, 2016 | Restylement
By Ted Schwartz, CFP® As you may know, Capstone Investment is focused on what we refer to as restylement. Essentially, this is achieving your financial goals so that you can concentrate on the personal goals that give you meaning. Traditional retirement is a cessation...
by admin | Nov 10, 2016 | Restylement
Many individuals are often unsure of the proper time to retire. They may wonder when they will finally have enough saved to comfortably live on, or are uncertain of the lifestyle they intend to lead post-employment. There are many points to consider when determining a...
by admin | Apr 6, 2016 | Restylement
The idea of having more time appeals to most, if not all, individuals. In a life dominated by taking kids to soccer games, attending PTA meetings and satisfying the demands of your boss, free time can seem obsolete. Retirement typically means freedom and more...
