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Life Events that Impact your Financial Plan in a Big Way!
When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...
Read MoreOctober’s Surge Holds Hope
Happy November. As we move into the season of giving thanks, we can all feel thankful for a bit of good news about the markets. Stocks soared during October, with value stocks outperforming growth as earnings season kicked into high...
Read MoreWhat is a Backdoor Roth IRA Conversion?
Like it or not, taxes are a way of life. They fund great things like roads, libraries and parks, but nobody wants to pay more than they absolutely have to. We often get questions like, “How can I balance my tax obligations with...
Read MoreQ2/2022 - Quarterly Market Recap
We strive to keep you regularly updated with important market changes and economic news. Please find the most recent Quarterly Market Recap from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This...
Read MoreDon't Panic - A Bull Case for Equities
It’s hard to ignore current news about persistent market volatility, and we’re guessing this has resulted in some anxiety about what (if anything) you should be doing. Please be assured that we are actively monitoring the...
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Are Capital Gains Taxes Changing?
There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.One of the proposals Congress is considering sets the top rate for taxing...
Read MoreReady for Medicare Open Enrollment?
Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into...
Read MoreA 6.1% Bump in Social Security?
The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...
Read MoreA Note About Inflation
As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...
Read MoreNot all Debt is Created Equal
When meeting with clients to determine the most efficient ways to maximize retirement savings, it’s not unusual for me to come across debt in a portfolio which prompts the million dollar client question, “Is it better to...
Read MoreDon’t Let a Loved One Become a Statistic
Every year in June, National Safety Month focuses on reducing causes of injury and death in the workplace, on the road, at home, and in our communities by making safety a priority. It’s an intentional time to identify and...
Read MoreWays to Put Your Tax Refund to Work
Saving money is a bit like eating healthy, you know you should eat your veggies but it’s hard to resist indulging in something a bit more fun. Like making healthy choices, a tax refund can present the opportunity to splurge but,...
Read MoreApril Market Matters
The U.S. continues to make progress against COVID-19 with many businesses reopening across the country. Vaccine eligibility has widened or will soon be widened in all 50 states, over 3 million vaccine doses are being administered...
Read MoreHaven't filed your taxes yet?! Not to worry...
Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes! The Treasury Department and Internal Revenue Service has announced that...
Read MoreCOVID-19 Stimulus Package - What's Included?
Recently, the U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill that provides greater unemployment benefits and additional stimulus payments to individuals and families, as well as more...
Read More2021 Tips for Cyber Security
As we’ve seen, data breaches, such as the Russian-based SolarWinds attack that was announced late last year, can have major impact on online security. In light of these recent data breaches, we wanted to send along some tips to...
Read MoreFinancial resolutions that are actually attainable.
We wish you a very happy new year! As we close in on year-end, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances in...
Read MoreWeekly Market Insights: Vaccine Triggers Rally
News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns.The Dow Jones...
Read MoreSafe Ways to Safely Celebrate Halloween 2020!
The countdown to Halloween is officially on! Bags of candy fill the store shelves and scary costumes are flooding aisles. Due to the ongoing pandemic, Halloween may need to look a little different this year to keep your family and...
Read MoreFind your new Fall tradition
Hopefully, you and your family have found ways to enjoy the summer, despite the ongoing pandemic. As the calendar turns to September, we’re looking forward to the cooler days! The way the last few months have been can make your...
Read More#CapitolCares
Happy to share this video montage of some of our #CapitolCares events throughout the years. https://plus.smilebox.com/play?g=adb7de5b-f5d4-4104-b277-9a4244153c94
Read MoreExecutive Certificate from Duke
Over the past 9 months, I have had the opportunity to earn the Executive Certificate in Financial Planning from Duke University. It has been rewarding to be educated by some of the best in the industry and I look forward to using this...
Read MoreAchieving Client Excellence*
It was a great honor to be recogized at the Achieving Client Excellence (ACE) conference in Los Cabos, Mexico. During the event I was able to connect with other top financial professionals and learn current trends in the industry. ACE...
Read MoreBUTLER EARNS ACCREDITED INVESTMENT FIDUCIARY DESIGNATION
Devin Butler has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360. The AIF Designation signifies specialized...
Read MoreHelping Our Community
Volunteers from Capitol Financial Solutions stepped out of the office to get further involved and give back to their community. Employees spent the afternoon volunteering at the Raleigh Learning Gardens of Inter-Faith Food Shuttle,...
Read MoreFrankie Lemmon School
One of my major goals for the year is to make an impact in the community that has given so much to me. In an effort to do that, I set out on a mission to learn more about the impact of the great organizations working so hard in the...
Read MoreDevin Butler Earns CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC®) Designation
Raleigh, NC (January 4, 2018) –Devin Butler, a Financial Advisor with Capitol Financial Solutions in Raleigh, NC, has completed the CHARTERED RETIREMENT PLANNING COUNSELOR or CRPC® Professional Designation Program....
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