Capital Financial Group, Inc.

Newsletters & Financial Briefs

September/October (2011)

• Get These Decisions Right
• Is the U.S. Past the Savings Crisis Yet?
• Using IRA's for Charitable Contributions
• Taking Required Minimum Distributions
• Contributing to Spousal IRA's

March/April Issue (2011)

• Concentrate on the Basics
• Thinking Strategically about Risk
• Separating Your Risk
• Does Buy and Hold Still Make Sense?
• Business Data

May/June Issue (2010)

• Should You Convert to a Roth IRA?
• Advice on Saving for Your Child
• Keep Saving after Retirement
• Clamp Down on Spending
• Business Data

March/April Issue (2009)

• 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

Special Market Issue (2008)

• What Should You Do Now?
• The Current Situation in a Nutshell
• How time Helps Manage Risk
• Now What?
• Are Your Investments Protected?

July/August Issue (2008)

• 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 Issue (2007)

• Plan for 2010 Roth Conversions
• Rollovers for Non-spouse Beneficiaries
• Undoing a Roth Conversion
• Why aren't 401K Plan Balances Larger?
• News and Announcements

May/June Issue (2007)

• Moving Gently into Retirement
• Make Conservative Assumptions
• A Mortgage and Your Retirement
• How Much Can You Withdraw?
• News and Announcements

January/February Issue (2007)

• Get the Basics Right
• Preventing Identity Theft
• Money and Happiness
• Loan Carefully
• Business Data
• News and Announcements

July/August Issue (2006)

• Where Are All the Jobs Going?
• How Much Will Social Security Replace?
• A Look at the Trade Deficit
• What's Your Inflation Rate?

April/May Issue (2006)

• 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 Issue (2005)

• 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

July/August Issue (2005)

• Boosting Your 401K Plan's Returns
• Consider A Conversion
• Are Defined-Benefit Pension Plans Extinct?
• Business Data
• News and Announcements

March/April Issue (2005)

• 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

January/February Issue (2005)

• 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

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