News and Events

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

February/March 2018

Capital Advantage Employee Spotlight

Spotlight on…
Jeff Giguere
Client Service Representative

We are so pleased to announce the addition of Jeff Giguere to the Client Service team at Capital Advantage As a Client Service… Read full article

Estate Planning Under the New Tax Act: Everyone Needs a Review

When was the last time you examined your will or trusts? Have you reviewed your power of attorney within the last five years? Are you planning on gifting any… Read full article

A Retirement Calendar and Checklist

Most retirees just want to relax, travel, and visit their grandkids, but the reality is there are still critical financial tasks to accomplish in retirement

As the New Year begins,… Read full article

January 2018

Capital Advantage Employee Spotlight: Jeannie Churchill

Get to Know Jeannie Churchill
Senior Service Advisor

Chances are, if you’re a client of Capital Advantage, you’ve had the pleasure of meeting Senior Client Service Representative, Jeannie Churchill In her… Read full article

Your 2018 Tax Fact Sheet and Calendar

The turn of the calendar page usually ushers in a few small tax adjustments–allowable 401(k) and IRA contributions may get bumped up a bit to account for inflation, along… Read full article

Why Rebalance?

You probably know that your investment portfolio is being rebalanced on a regular basis, but you might not know why Is it for higher returns?  For maintaining the agreed-upon… Read full article

December 2017

Minimize Taxes with Asset Location

Many clients ask, “Why is my taxable account outperforming my IRA?” The reason may be for tax minimization purposes At Capital Advantage, we strive to minimize the impact of taxes… Read full article

How to Stop the Dreaded Barrage of Unwanted Sales Calls

We’ve all been there The whole family is seated at the table, dinner’s hot, and conversation is flowing

And then the phone rings We ignore it Voicemail picks up There’s… Read full article

The Pros and Cons of Store Credit Cards

“It’s that time of year when store clerks try to tempt you to open a credit card to get that extra discount on your purchase,” said Sheryl Nance-Nash in… Read full article

November 2017

Create a Contract for Family Care

Family caregiver contracts can range from informal to complex professional contracts drawn up by lawyers Here’s what you should know to decide what’s best for you

When the caregiver whom… Read full article

11 Tricks to Shopping at Amazon's Whole Foods Without Going Broke

With online mega-retailer Amazoncom now firmly in control of Whole Foods, ways to save money at that grocer are growing exponentially

Amazon purchased Whole Foods for $137 billion and, as… Read full article

Marriage and Roth IRA Contributions

Newlyweds can suddenly become ineligible for Roth IRAs once their incomes are combined, although couples may still invest in them indirectly

Question: I’m getting married next month, and when we… Read full article

October 2017

10 Strategies to Generate Income in Retirement

When it comes to saving for retirement, maybe you’ve done everything right You started early, maxed out your 401(k) plan, invested in a diversified portfolio and avoided costly mistakes,… Read full article

The Best College Majors for a Lucrative Career

College is often considered the surest path to a lucrative career After all, according to the US Bureau of Labor Statistics, a worker with a bachelor’s degree typically earns… Read full article

What to Do After Inheriting an IRA

Heirs must begin taking withdrawals once they inherit an IRA, but how they choose to make those distributions can have a big impact on their account balance over time

Question:… Read full article

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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