News and Events

Learn more about Capital Advantage through our latest articles and blog posts, local events, and recent media coverage.

September 2017

What You Should Know About the Equifax Breach

Last week’s mega-breach at Equifax has left many scrambling to protect their identity The credit bureau believes that up to 143 million people were affected—some 44% of the population

It’s… Read full article

5 Myths Keeping You From Getting Rid of Your Stuff

We often spend the first half of our lives accumulating stuff and the latter half trying to get rid of it If you’re in the second phase, it may be… Read full article

Easy Ways to Simplify Your Finances

We know you’re stressed out Our strategies can help you simplify, streamline and organize your financial life to free up both time and cash

Take a look

Use One Credit Card

Pick… Read full article

August 2017

Nine Places to Find Free Money

State treasuries and other agencies are holding more than $40 billion in unclaimed assets, according to the National Association of Unclaimed Property Administrators (NAUPA) Some of it could be… Read full article

Four Costly Government Penalties Retirees Should Avoid

Retirees facing the challenge of making their nest eggs last as long as they do are often surprised by the devastating impact that taxes can have on their cash… Read full article

How Misinformation From Social Security Can Cost You

Social Security will pay out nearly $1 trillion in benefits this year For more than half of all recipients, the payments are more than 50% of their retirement income… Read full article

July 2017

Our Office is Moving!

Capital Advantage is delighted to announce that on August 7, 2017 we will open our doors in more spacious and modern surroundings

As many of you may know, our current… Read full article

Tech Revolution Benefits the Aging

Imagine your frail father dons a virtual reality headset so he can “attend” his grandson’s graduation and feel as if he’s really there Or your mom, forgetful about her… Read full article

Social Security Myths Debunked

Social Security provides critical benefits to more than 50 million people a year; almost 170 million workers contribute a chunk of their paycheck, to the tune of $900 billion… Read full article

June 2017

The RMD Solution to the Hassle of Filing Estimated Taxes in Retirement

So, you’re done with your 2016 tax return? Congratulations Now get back on the taxpayer treadmill It’s time to work on your Form 1040-ES to pay estimated 2017 taxes… Read full article

Financial Capacity: Managing Money as We Age

After Robyn Downing moved in with her ailing father in 2010, she gradually uncovered a financial quagmire She found he had eight different checking accounts at four different banks… Read full article

FAQs About Medicare

About 10,000 people turn 65 every day, and along with that milestone comes a challenge: You need to get up to speed on the many ins and outs of… Read full article

May 2017

How 6 Different Types of Retirement Income are Taxed

One of the biggest mistakes retirees make when calculating their living expenses is forgetting how big a bite state and federal taxes can take out of savings And how… Read full article

Shopping Around for Prescription Glasses

I made the mistake this year of not signing up for a vision benefits plan at work I should have I knew my prescription eyeglasses weren’t cutting it anymore… Read full article

5 Tax-Smart Ways to Lower your RMDs in Retirement

Most of us invest in a 401(k) or similar savings plan because we want to enjoy a comfortable retirement But there are short-term benefits, too Contributions are excluded from… Read full article

March 2017

7 Key Habits of People with Excellent Credit Scores

Want to improve your credit score? Take a page from the best People with excellent scores know that following a few basic rules is the key to success Adopting… Read full article

Job-Changer's Financial Checklist

As you look forward to starting a new job, it’s important to consider how you will manage your finances while making the transition from one employer to the next

The… Read full article

Smart Retirement Strategies for Women

Women and men have the same opportunities for saving, investing and borrowing, the same investments, and they are subject to the same rules Yet their circumstances—and their choices—can be… Read full article

February 2017

The Alternative Minimum Tax: Not Just for the Wealthy

When first introduced, the alternative minimum tax (AMT) was widely acknowledged to be a rich person’s tax — a fallback tax for those wily taxpayers with big incomes and… Read full article

The New Rules to Getting Upgraded on Your Next Flight

Forget the old rules for upgrades They don’t work Experts tell what’s effective today You need to know new techniques to score airline seat upgrades today

It used to be… Read full article

Frequently Asked Retirement Income Questions

When should I begin thinking about tapping my retirement assets and how should I go about doing so?
The answer to this question depends on when you expect to… Read full article

January 2017

Capital Advantage Employee Spotlight: Amy Langell

Capital Advantage was extremely fortunate to welcome Operations Assistant, Amy Langell, to our team in March 2016 Known for her organized approach and friendly demeanor, Amy has become a… Read full article

Understanding and Managing Your Credit Score

Your credit score is a number that lenders use to gauge how likely you will be to repay your debts on time As an informed consumer, you can make… Read full article

Social Security: Income Replacement Trends Declining for Working Couples

In a way it seems counter-intuitive Yet a recent report published by the Center for Retirement Research at Boston College found that as more women have left their posts… Read full article

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