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.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Good employee health can be great for the company’s bottom line.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A bucket plan can help you be better prepared for a comfortable retirement.