Saving Strategies

Save on all your investments with our tips and tricks.

All Articles

Article
Saving Strategies
Saving Strategies
Hate Budgeting? Pay Yourself a Fake Paycheck Instead
Read more
Button ArrowButton Arrow
Events & Webinars
Saving Strategies
Saving Strategies
Concurrent Enrollment Hacks: Graduate Faster, Pay Less
Read more
Button ArrowButton Arrow
Podcast
Saving Strategies
Saving Strategies
BONUS: College Savings Simplified – Paul & Jean’s Special Request
Read more
Button ArrowButton Arrow
Podcast
Saving Strategies
Saving Strategies
The Fake Paycheck
Read more
Button ArrowButton Arrow
Podcast
Saving Strategies
Saving Strategies
My Cancer, Your Retirement
Read more
Button ArrowButton Arrow

Essential Conversations for Retirees

There are financial topics that are essential for retirees to consider and communicate. While some topics can be uncomfortable, having these discussions now can prevent even more painful situations in the future
Get Started
Financial Education Channel

ZACC CALL
MONEY EDUCATION

Explore our youtube channel

Retirement income planning

All About That Roth

Social Security

Investments

Taxes

Financial Professionals

Rollovers & Transfers

Estate Planning

Insurance

Business Owners

Charitable Giving

Money & Kids

Make it simple.
Think Capita.

Made with by Good Riot
Learn More
Services
Disclosures
© 2025 Capita Financial Network. All rights reserved.

All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
‍
Capita Financial Network does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
‍
© 2025  All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.