CAPITAL ASSET MANAGEMENT, INC.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

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