Articles and Insights from the Capital Advantage Team.

Explore our articles below.

Women and Wealth: The Unique Financial Needs of Women

Q&A with Capital Advantage Senior Financial Advisor Donna Zinman, CRPC® Over the past 25+ years that I’ve been working in financial services, I’ve noticed differences in women’s financial planning needs and approaches to investing versus men. Women’s roles in the home and the workforce have changed significantly from my mother’s era, when the traditional role […]

Planning for Retirement? Avoid These 3 Costly Mistakes

Avoiding these mistakes should help keep you on track for a secure retirement. 1. Underestimating Life Expectancy When does your retirement plan end? At the age of 75? 85? 95? Underestimating your life expectancy can put you in the position of running short on cash, or even running out of money entirely. The life expectancy […]