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.
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?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
There are things about Social Security that might surprise you.
This worksheet can help you estimate the costs of a four-year college program.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
For women, retirement strategy is a long race. It’s helpful to know the route.
There’s an alarming difference between perception and reality for current and future retirees.
The decision whether to buy or rent a home may have long-term implications.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A special needs trust helps care for a special needs child when you’re gone.