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.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
When Markets React
When markets shift, experienced investors stick to their strategy.
This calculator shows how inflation over the years has impacted purchasing power.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Lifestyle considerations in creating your retirement portfolio.
There are things about Social Security that might surprise you.
Second marriages are a trigger event to revisit any existing estate strategies.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
This article may help you maximize the benefits of your donation for your chosen charity.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Preparing for the unexpected can make all the difference if your family relies on your income.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Even low inflation rates can pose a threat to investment returns.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The market is as unpredictable as the weather. We'd love to help you prepare.