Capstone Partners Financial and Insurance Services is pleased to have you visiting our web site. Please spend a few moments where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We, at Capstone Partners, have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.


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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Weighing Price and Earnings

Some factors that may affect P/E ratios and what they might reveal about individual stocks and broader market trends.

Options for Retirement Living

Some considerations when deciding where to live in retirement, be it staying in the same community or moving.

HOT TOPIC: What Can We Expect in 2014?

While economic forecasts for 2014 are encouraging, there are factors to watch in the months ahead.

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

More Newsletters →