Foresight. Patience. Greater Confidence.
WE HAVE MOVED!
3780 Kilroy Airport Way Suite 320
Long Beach, CA 90806
Capital Investment Advisers is a financial services and investment management firm that specializes in serving retirees and pre-retirees in the Long Beach area. My company is built on a solid foundation of exceptional client service, industry experience, and in-depth market knowledge.
I understand that investors face challenging markets and an overwhelming number of choices. I work with clients to develop comprehensive financial plans that will help pursue their financial goals while helping to preserve their wealth.
I invite you to learn more about my firm, my financial planning philosophy, and me.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Even if you’re young and single, you should still consider protecting yourself.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Retirees traveling abroad need to know that their health insurance travels with them.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Learn when it may not make sense to file a claim on your home insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When do you need a will? The answer is easy: Right Now.
You’ve made investments your whole life. Work with us to help make the most of them.
Even low inflation rates can pose a threat to investment returns.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What is your plan for health care during retirement?