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As your financial advisors, Capital Advantage feels that it is important that we address current conversations surrounding Social Security. With numerous headlines speculating on the insolvency of this vital program,…
As a valued client of Capital Advantage, we understand that staying informed and proactive in managing your investments, including Required Minimum Distributions (RMDs), is crucial. With recent updates from the…
Just as a lack of financial planning can affect your investment portfolio and your financial future, misunderstanding or a failure to adhere to the rules surrounding required minimum distributions (RMDs)…
Women are taking charge and outperforming men in aspects of investing. The financial landscape is undergoing a historic transformation as the “Great Wealth Transfer” approaches, ushering in a new era…
Originally published by Carl Landau, I Used to Be Somebody: My 6 Best (Un)Retirement Decisions I’m currently starting my 4th year of what we call (Un)Retirement. And maybe I’ve learned…
As a physician with The Permanente Medical Group (TPMG), ensuring the safety and stability of your pension is an essential part of helping to secure your financial future. With recent…
Early December, as Thanksgiving gives way to the busyness of year-end festivities, is a good time to make sure your financial situation is in order prior to ringing in the…
Utilizing the Mega Backdoor Roth feature within your TPMG (The Permanente Medical Group) Retirement Plan 3 can be a strategic move to bolster your retirement savings. The Mega Back Door…
Part 2 of a 2-part Estate Planning Series While reviewing and updating your will every 3-5 years is essential for ensuring that your document accurately reflects your intentions (see previous…
Whether you are still in the planning stage–or already retired–here are seven important questions to ask yourself to help increase your odds of a successful retirement.
