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Jay Matthews, CLU, ChFC, CFP®

(701) 746-6729

The Wild West of Data Theft Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World
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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.

Wealth Monitor

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. 

Access Wealth Monitor

Helpful Content

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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