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Articles and Insights from the Capital Advantage Team.

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Top Tips for Choosing the Right Financial Advisor

Finding the right financial advisor at this stage of your life that can answer those questions for you is critical. Can you afford that dream trip or helping your grandson through college? How do you maximize what you have now for your long-term plans? We asked Ian Castille, CFP®, to give us some tips on […]

7 Retirement Planning Questions You Should Be Asking

After working in this industry for over 25 years, I notice that the same questions are frequently asked by clients that are preparing for this next chapter in their life. Below are some of those retirement planning questions and my responses. I’ll start with the most common question by far. Q: How much money do […]