Newsletters
Financial Briefs
Capital Financial Group offers the following issues of Financial Briefs.
Finding a Balance Between
Risk & Reward
Taxes and Your Investments
What's a Reasonable Rate of Return?
Does Buy and Hold Still Make Sense?
Business Data
What Should You Do Now?
The Current Situation in a Nutshell
How time Helps Manage Risk
Now What?
Are Your Investments Protected?
Getting the Money Out
Should You Contribute to a Roth 401K?
Spousal IRAs: Contributing together
Protect Your 401(K) Plan with an annual review
Business Data
News and Announcements
September / October, 2007 Issue
Plan for 2010 Roth Conversions
Rollovers for Non-spouse Beneficiaries
...are complicated
Undoing a Roth Conversion
Why aren't 401K Plan Balances Larger?
News and Announcements
Moving Gently into Retirement
Make Conservative Assumptions
A Mortgage and Your Retirement
How Much Can You Withdraw?
News and Announcements
January / February, 2007 Issue
Get the Basics Right
Preventing Identity Theft
Money and Happiness
Loan Carefully
Business Data
News and Announcements
In this issue:
Where Are All the Jobs Going?
How Much Will Social Security Replace?
A Look at the Trade Deficit
What's Your Inflation Rate?
In this issue:
Dealing with Asset Basis
Estate Planning for your Retirement Accounts
A Look at Generation Skipping Taxes
Distributing Assets to Adult Children
News and Announcements
November / December, 2005 Issue
In this issue:
Are Federal Deficits a Concern?
Why Is the Fed Raising Interest Rates?
How Do We Measure Inflation?
How Is Employment Measured?
Business Data
News and Announcements.
In This Issue:
Boosting Your 401K Plan's Returns
Consider A Conversion
Are Defined-Benefit Pension Plans Extinct?
Business Data
News and Announcements
In This Issue:
Getting Organized for Your Heirs
Tips to Consider for Your Estate Plan
Thinking Through a QTIP Trust
What Is an Intentionally Defective Grantor Trust?
Business Data
News and Announcements
In this Issue:
The Path to Your Financial Goals
Get Your Spending under Control
Is an Interest-Only Mortgage Right for You?
Diversifying All Your Assets
Business Data
News and Announcements
The above Financial Briefs are in PDF format. Adobe
Reader is required to view a
PDF. If you do not have Adobe Reader you can download version
8.1.2
from the link below.
Capital
Financial Group
231 Springside Drive
Suite 155
Akron, OH 44333
330-668-6991 or 800-630-6991