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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
The true cost of raising a child may be far more than you expect.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
A look at how variable rates of return impact investors over time.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Calculating your potential Social Security benefit is a three-step process.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are a few things to consider when buying or leasing your next vehicle.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.