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.


Please visit us at:

Capstone Facebook Page

 

Capital Gains Taxes

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Car Affordability

How much can you afford to pay for a car?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

How a Pension Could Affect Social Security Benefits

The Windfall Elimination Provision and the Government Pension Offset could reduce Social Security spousal or survivor benefits in certain situations

Growth and Value Investing

Understanding the difference between growth and value investments may help with making more informed investing decisions.

HOT TOPIC: Airline Consolidation

This article examines the potential effects of airline consolidation for investors, consumers, and the broader U.S. economy.

Retirement Plans for Small Businesses

Compare the benefits and limitations of 401(k) and SIMPLE IRA plans to see how they might meet a company’s needs.

More Newsletters →