Planning For A Reliable Retirement Starts Here
Capital Resource Management can help you take a proactive approach to your personal finance situation. We will work with you to open your eyes to new opportunities and rewards involving investments, estate planning, wealth preservation and retirement. You may initially think of us as a financial services firm, but we're hopeful that you'll soon see that we're a resource center for your future.
At Capital Resource Management, we're dedicated to using the latest technology to make planning for your future easier. Wealth Monitor is a state-of-the-art reporting system that provides you with customized reports and minimizes the paperwork involved with financial planning. To access your Wealth Monitor account, click on the link below. If you don't have an account, please contact us, and we'll get you signed up.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Second marriages are a trigger event to revisit any existing estate strategies.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Recent changes in estate tax laws could affect the strategy you have in place.
Even low inflation rates can pose a threat to investment returns.
There are three things to consider before dipping into retirement savings to pay for college.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.