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Jay Matthews, CLU, ChFC, CFP

(701) 746-6729

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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 Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Long-Term-Care Protection Strategies

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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.

Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

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Emerging Market Opportunities

What are your options for investing in emerging markets?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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