Your Financial Network
A comprehensive & diversified investment approach
Taxes: It's not what you earn but what you keep
An important planning step for your loved ones
Ensuring your family is as successful as your business
Giving you peace of mind about your income in retirement
The foundation of your retirement income
Give with purpose, give efficiently
Medicare & Insurance
Making sense of the Medicare maze
Susan - The Retiree
Paul - The Professional
Mark & Rachel - The Entrepreneurs
It's not what you earn but what you keep.
Download Money & Mind Booklet
Tax Surprises When Selling A Home
Don't get stuck with an unexpected surprise around tax time.
To Roth or not to Roth? That is the Question
Which produces more wealth, investing in a Roth or a traditional retirement account? The answer… how about “neither”?
Jay & Barbara, Paralyzed Between Taxes Today and Taxes Tomorrow – Real Retirees
You can hide from taxes now or reduce taxes later. If you have retirement assets, you can’t do both.
Lacey, Robert, and Henry Skip Taxes By Transferring Stock From Their 401(k) Through NUA
There may be a way of avoiding massive income taxes through Net Unrealized Appreciation (NUA).
To Roth or not to Roth
The math myth of Roth's, don't be afraid of taxes, be aware of taxes.
Money & Mind
Charitable Giving Strategies
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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.
© 2021 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.