Capriotti & Company is one of Southern New Jersey's Premier Comprehensive Financial Services Firms. Michael Capriotti, Certified Estate PlannerTM, Wealth Advisor serves to make a difference in your life by executing focused financial plans which can help give you greater comfort regarding your income and confidence regarding your wealth.
Building Your Legacy
A four-step framework for building a personal legacy.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Purchasing homeowners insurance is critical for protecting your home.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The true cost of raising a child may be far more than you expect.
Here are five facts about Social Security that are important to keep in mind.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here are five facts about Social Security that might surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
When do you need a will? The answer is easy: right now.
With alternative investments, it’s critical to sort through the complexity.