There's a lot that goes into naming beneficiaries for your 401(k), IRA and life insurance policies, especially if you're a high-net-worth individual. In the event you don't name beneficiaries, you risk putting your estate into probate.
Read MoreAlthough Rule 10b5-1 plans are not widely known, these valuable agreements let corporate executives set up a trading plan that eliminates insider trading risks.
Read MoreIf you’re wondering what’s going on with the U.S. Social Security system, you’re not alone. It’s something we’re always watching. Capstone Senior Wealth Advisor Robert Wootton, CFP® gives us the latest updates in an article recently published in Chicago’s Daily Herald Business Ledger.
Read MoreSenior Wealth Advisor Robert Wootton, CFP® was quoted in the article, “4 Strategies to Deal with Money Stress” by Happify Daily. The article outlines the most common financial stressors, along with the practical steps you can take to regain control.
Read MoreEducation costs, particularly college tuition, have consistently outpaced the rate of inflation. According to the College Board, the average cost of private college tuition has doubled over the past thirty years, while the average cost of public college tuition has more than tripled.
Read MoreIn contrast to traditional methods that typically involve budgeting for one-time annual donations directly to charity, “planned giving” involves making significant gifts to charities that are arranged in the present to be granted in future years.
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