During this holiday season, instead of simply sending you the usual “joy and prosperity” wishes, I challenge you to reflect: How much joy does your business bring you and your family right now? Have you noticed that the holidays tend to help us clarify our perspective...
While the world is filled with many complex problems, I love the Thanksgiving season because it reminds me that much more is going right than wrong. We have so much to be grateful for, and there is a bright future ahead! Nick Murray said it best in his book Simple...
Capstone Capital Wealth Advisors recently celebrated its 20th Anniversary! We are very grateful to our founders, Ron Leavitt and Jeff Burr, for their vision of creating an independent wealth management firm committed to always doing the right thing for our clients. We...
Our favorite quotes on wealth building, financial security, and life philosophy from the greatest minds of our time.
Term insurance (temporary insurance) has the lowest initial premium but the highest long-term cost because premiums increase over time and your beneficiaries are highly unlikely to ever collect any payout from it. Premium payment terms are very inflexible and you...
As you embark on the journey to make your retirement dreams a reality, keep in mind that retirement income can come from many different sources, including the following: Part-time Work – Many people chose to work at least part-time in retirement to bring in extra...
Whether you plan on working for the rest of your life or not, saving for retirement is very important because it will help you get to the point where you’re working for the joy of it, not just out of necessity. Then you will be free to choose the type of work you...
At the time of this writing, our country is going through a major health care crisis. For many years it has been common for employers to provide medical insurance to their employees at no cost or very little cost. However, since medical insurance premiums have...
What’s your picture of the ideal retirement: lying on the beach every day, traveling the world, non-stop shopping, or golfing 6 days a week? Studies show that many people who pursue nothing but constant leisure and entertainment during their golden years eventually...
Traditional IRAs IRA stands for “Individual Retirement Arrangement,” also known as “Traditional IRA.” In 2015 and 2016, the most you can contribute per person is $5,500 ($6,500 if you’re age 50 or older). If you also have a retirement plan at work, the amount you can...