If I Could Only Teach One Financial Lesson…
After more than 17 years in the financial services industry, I’ve come across many pieces of sound financial advice. You’ve probably heard some of them as well, such as the importance of living within your means, managing risk, and maximizing your 401(k) contributions. You would do well to follow...
My Four Habits For Financial Success
Money is not everything, but it does create opportunities such as providing for your family, sending your kids to college, landing your dream home, and creating an ideal retirement. This is what financial success looks like. When you have total control over where your money goes and how to...
What To Do When You Turn 65
When you are preparing for your much-anticipated retirement years, is a time to celebrate. It’s also a time when decisions start piling up and the milestone you have been working toward suddenly seems overwhelming. But it doesn’t have to be this way. Regardless of whether or not you are...
You Own The Team, But Who Is Your Quarterback?
Imagine watching the Superbowl, but you are the owner of the team on the field. Two minutes left, the game is tied, and your team has the ball on your opponent’s 20-yard line. And your offense goes in without a quarterback. The linemen are ready to read the defense and...
Are You Maximizing Your Health and Wealth?
Your health and wealth go in hand in hand. You can have all the money in the world, but if you are not healthy you may not live the life you envision or worse, you may not be around to enjoy it. At Capital CS Group, we pride ourselves on...
The Top 4 Regrets In Retirement
To most of us, the idea of retirement is a mix of fantasy and dread. On the one hand, it is easy to imagine a life where you won’t have to clock into a nine-to-five day in and day out and you can live your life the way you...
What Do You Do Next?
The US economy is firing on all cylinders, with the unemployment rate falling to a multi-decade low and domestic growth at multi-year highs. However, we also have the uncertainty of trade wars, rising interest rates, and a divisive political environment. Recent market volatility may be showing signs that we...
Could Financial Planning Reduce Your Tax Bill?
April may bring warmer weather and more hours of sunlight, but for the 56% of Americans who dislike or even hate tax season, the first full month of spring is anything but happy. Would it brighten your day to hear that there is a way to strategically reduce your...
What To Do During Market Volatility
Investing can be fun. Putting together a financial plan to reach your goals, watching your portfolio compound and grow over time, and thinking about the security it’ll bring in the future. It’s exciting to think about. That is, until the market starts moving in the wrong direction. Things can...
$1 Million Isn’t What It Used To Be
A $1 million nest egg is nothing to scoff at, but despite the accomplishment of saving such a sizeable amount, it may not provide the financial security and independence you dream of. With the impact of rising living expenses, healthcare costs, and unexpected life circumstances, a $1 million nest...