News and Events

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

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

December 2016

15 Things You Should Avoid Buying During the Holidays

The season of giving is also the season of getting You’re likely spending lots of money purchasing gifts for friends and loved ones during the holidays But proceed with… Read full article

Tips for Smart Holiday Giving

A lot of good causes will be vying for your charitable dollars this holiday season, said Ines Novacic on CBSNewscom But with more than 1 million charities throughout the… Read full article

7 Ways to Go Broke in Retirement

Retirement is a major milestone that brings many life changes One thing that doesn’t change for most people: the fear of running out of money According to the Transamerica… Read full article

November 2016

What to Expect in Health Care for 2017

Most individuals haven’t focused on health care in 2016 There’s been minimal media coverage on health care issues compared to what’s been reported in the past, and little news… Read full article

What Can a Dollar Buy? Depends on Where You Live.

The cost of living varies significantly across the country making it essential to be a savvy shopper and saver — wherever you call home

You know that $25,000 car you’ve… Read full article

Don't Go Into Retirement Without a Budget

There are few tasks in life that Americans avoid as much as they do a household budget But you need one, in particular when it comes to your golden… Read full article

October 2016

Millennials: On Investing and Retirement

Move over Baby Boomers These days all eyes are on Millennials, those young adults between the ages of 18 and 34 who are now America’s largest living generation1 According… Read full article

Identity Theft and Taxes: What You Need to Know

Identity theft is one of the fastest growing crimes in America affecting millions of unsuspecting individuals each year A dishonest person who has your Social Security number can use… Read full article

Inheritances: Debating the "Death Tax"

An important anniversary in the history of American taxation just went by “mostly unnoticed,” said Philipp Alvares de Souza Soares in The Washington Post September 8, 2016 marked 100 years since… Read full article

September 2016

Small Business Owner? Promote Your Employer Match

Employer matching contributions can go far toward attracting and retaining talented, loyal employees Make sure you are “getting the message out” about this important benefit

Most 401(k) plan sponsors offer… Read full article

Income Inequality and Its Impact on Women's Retirement

Gender issues affect more than just a woman’s paychecks Longevity, family caregiving, and the gender wage gap influence women’s long-term financial well-being and retirement security

Here are the facts Generally… Read full article

Tips for Avoiding an Early Withdrawal Penalty

One way to potentially avoid paying an early withdrawal penalty on money taken from your IRA before age 59½ is to use what is called “substantially equal periodic payments”… Read full article

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