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
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.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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The Other Sure Thing
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?
When do you need a will? The answer is easy: Right Now.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?