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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Gaining a better understanding of municipal bonds makes more sense than ever.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Knowing your options when a CD matures can help you make a sound investment decision.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Are Real Estate Investment Trusts right for your portfolio?
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.