News and Events

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

August 2018

Qualified Charitable Distributions

If you are age 70½ or older, IRS rules require you to take required minimum distributions (RMDs) each year from your tax-deferred retirement accounts This additional taxable income may… Read full article

The Growth Spike

Recent reports about the US economy were a case of good news and bad news  The good news is that, in the second three months of the year, the US… Read full article

The Alarming Truth About American Healthcare Costs

In all the debate over how or whether we need affordable care, state registries, guaranteed coverage despite pre-existing conditions etc etc, few Americans realize that our US healthcare system… Read full article

July 2018

How the Two Roth IRA 5-Year Rules Work

Two 5-year rules are the benchmarks that determine whether distributions from a Roth IRA are subject to income tax and/or the 10% early distribution penalty

A Roth IRA is funded… Read full article

Three Swords to Slice Through the Bonds of Procrastination

The Greeks called it akrasia—so that’s just how long we humans have been failing to follow through on good intentions—and getting filled with regret! Modern science offers three surprisingly effective,… Read full article

18 Facts About Women's Retirement

In the last 50 years, women have made unprecedented strides toward equity in work, family, and social settings Yet when it comes to securing a financially safe retirement, they… Read full article

June 2018

New Ways to Give to Charity While Getting the Best Tax Breaks

In 2017, the standard deduction was $6,350 for individuals and $12,700 for married couples However, as a result of the Tax Cuts and Jobs Act (TCJA) of 2017, the… Read full article

A Better Place

A recent global survey of more than 18,000 adults in nine countries asked a simple question: “All things considered, do you think the world is getting better or worse, or… Read full article

States vs. SALT

Each year, thousands of professionals use their creativity and ingenuity to try to figure out the best ways to lower your federal taxes  You know you’re living in interesting times… Read full article

May 2018

Important News from the Client Service Corner: May 2018

Great news! We are thrilled to welcome Casie and Chris Stanley’s son Fletcher Drake Stanley to the Capital Advantage family Fletcher was born on March 29, 2018 and weighed… Read full article

Tax Law Changes for Families in 2018

If you are struggling to understand the new tax act and how it will affect you, so are millions of American families! Indeed, there is both good and bad… Read full article

Do You Feel Lucky? The 5 Causes of Good Fortune

Don’t spend 2018 just hoping that Lady Luck will give you a great year—deliberately create your own luck by getting clear on what’s important to you and what you… Read full article

April 2018

Important News from the Client Service Corner

Coming Soon:
For Your Security—Client Data Confirmation 

When was the last time you updated your information with Capital Advantage, Inc and/or your custodian?

Everyone is probably familiar with the pains of… Read full article

The Trade War that Isn't—Yet

When most of us hear talk about something described as a “war,” we intuitively recognize that there could be very unpleasant outcomes on all sides Wars have one thing… Read full article

How to Get More Sleep

Chances are, you don’t get enough sleep at night According to Matthew Walker, of UC Berkeley’s Sleep and Neuroimaging Lab, most of us get about four to six actual… Read full article

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

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