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.
Helpful Content
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
An Arm and a Leg
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.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.