Posts by audrey
What is a Fiduciary Advisor?
At Capital City Financial Partners, we consider financial planning as a higher calling because it is one of the four things that people hold closely and value the most –…Read More
What is the minimum portfolio CCFP will manage?
There is no minimum portfolio amount that the team at Capital City Financial Partners is willing to manage.Read More
How does my income affect my Medicare?
There are no income limits to receive Medicare benefits, however you can pay more for your premiums based on what your income level is.Read More
How can I ensure that I have enough in retirement? Here are three key considerations to help ensure that you have enough.
A lot of retirees or soon-to-be retirees have some of the same or similar concerns. You may find yourself wondering if you are going to run out of money, or…Read More
How do I determine my risk tolerance?
During the pandemic, many people had an eye-opening experience regarding their investment risk tolerance. In ways big and small, we all have had to calibrate our own comfort level with the risks posed by COVID-19–including those…Read More
How should I be handling my year end finances?
2021 is officially coming to a close and the New Year’s tradition of eating black-eyed peas for wealth can only get you so far! So, aside from that, what are you doing to ensure…Read More
I want to save better this year for retirement – How should I start?
Saving for retirement can seem like a daunting process – there are so many what-if questions that leave us feeling uneasy. What if it is too late for me? What if I don’t have enough? …Read More
I am coming up on retirement – How do I prepare?
If you are within 5 years of retirement, now is the time to start planning for the new phase of life you may find yourself entering soon. Just like anything, there…Read More
Don’t Be Afraid of Retirement
Between the ghosts and goblins, October can be a spooky month. But what is scarier to you? Encountering a Casper-like ghost, or the possibility of entering retirement unprepared and outliving…Read More
How do I minimize the taxes my beneficiaries will pay on my IRA or 401K?
Although your children or grandchildren will certainly mourn your loss, they will be happy to inherit your IRA or 401K.Read More