Resources

All the pieces together, optimally.™

Understanding all the pieces.

We think of our clients as both our partners and our employers. We also consider them our friends, and are grateful they have chosen us to take part in their journey.

The resources on this page are to help provide insight and education to facilitate meaningful discussion.

Many of our clients are perfectly capable of managing their own financial affairs, but have chosen to delegate this task to someone else so they can focus on other areas of life that provide greater satisfaction.

Capfina Articles

Your Financial Planners — Your Financial Partners

What the Heck Happened in 2020!?
February 23, 2021

What the Heck Happened in 2020!?

What the Heck Happened in 2020!? Share Share on facebook...

Gratitude
January 15, 2021

Gratitude

Gratitude Share Share on facebook Share on twitter Share on...

IRAs, RMDs, and QCDs
January 11, 2021

IRAs, RMDs, and QCDs

IRAs, RMDs, and QCDs Share Share on facebook Share on...

Salem Gets a New Look, Too
January 6, 2021

Salem Gets a New Look, Too

Salem Gets a New Look, Too Share Share on facebook...

New Year, New Look
January 1, 2021

New Year, New Look

New Year, New Look​ Share Share on facebook Share on...