Retirement Income Checklist

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 – Health, family, faith, and money.

There is no minimum portfolio amount that the team at Capital City Financial Partners is willing to manage.

There are no income limits to receive Medicare benefits, however you can pay more for your premiums based on what your income level is.

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 if you will be able to retire comfortably? Regardless of your individual situation, at Capital City Financial Partners, we believe that everyone deserves a sound…

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 tied to our investment portfolios and the stock market.    With that in mind, here are some steps you can take to understand your unique risk tolerance…

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 2022’s financial planning is all set?   Have you looked back at your spending habits, unexpected expenses and needs from the previous year? This may be one of the best…