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.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Gaining a better understanding of municipal bonds makes more sense than ever.
A look inside the U.S. government's statistics on household net worth.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The market is as unpredictable as the weather. We’d love to help you prepare.
When do you need a will? The answer is easy: Right Now.
Pundits say a lot of things about the markets. Let's see if you can keep up.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?