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The Capital Group can help take some of the mystery out of preparing for your financial future.
MEET OUR TEAM
The Capital Group is a full service wealth management and financial services firm located in Madison, WI.
INVESTMENT STRATEGY
Let us provide you with the guidance that can help you understand and better define your financial goals.
Helpful Content
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?