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Articles

Watch Out for Coronavirus Scams

Watch Out for Coronavirus Scams

The FTC has received over 20,000 COVID-19 related complaints since ...
CARES Act Provides Relief to Individuals and Businesses

CARES Act Provides Relief to Individuals and Businesses

On Friday, March 27, 2020, the Coronavirus Aid, Relief, and ...
The Coronavirus and the Global Economy

The Coronavirus and the Global Economy

As of February 26, 2020, the death toll from COVID-19 ...
IRA and Retirement Plan Limits for 2020

IRA and Retirement Plan Limits for 2020

IRA contribution limits The maximum amount you can contribute to ...
Coronavirus Concerns? Consider Past Health Crises

Coronavirus Concerns? Consider Past Health Crises

A Look Back Since the turn of the millennium, the ...
CARES Act Stimulus Information

CARES Act Stimulus Information

  Explore the articles below to find out more about ...
Stimulus Package: Notes for Small Business Owners

Stimulus Package: Notes for Small Business Owners

You have probably been following the progress of the stimulus ...
Stimulus Package: Beyond the Rebate

Stimulus Package: Beyond the Rebate

Our previous article addressed what we know about Recovery Rebates. ...
Stimulus Rebates: How Much Will You Get?

Stimulus Rebates: How Much Will You Get?

By now you have probably heard that the stimulus package ...
First Quarter Modest Coronavirus Impact — Later In the Year Could Reduce U.S. Capital Spending

First Quarter Modest Coronavirus Impact — Later In the Year Could Reduce U.S. Capital Spending

First Quarter GDP — 737 Production Shutdown and Coronavirus Boeing’s ...
Variable Annuities: The Cost of Doubling Up on Tax Deferral

Variable Annuities: The Cost of Doubling Up on Tax Deferral

A tax-deferred variable annuity can be an attractive choice for ...
The Money Market Alternative

The Money Market Alternative

Money market funds became popular in the late 1970s when ...
3 Great Defense Stocks Paying Good Dividends

3 Great Defense Stocks Paying Good Dividends

In the wake of President Trump’s victory in November, the ...
25 Big Stocks Raising Dividends for 25 Years

25 Big Stocks Raising Dividends for 25 Years

Finding a company with a long track record of consistent ...
12 Dividend Aristocrats for Every Month of the Year

12 Dividend Aristocrats for Every Month of the Year

Stocks with long track records of annual dividend increases offer ...
13 Tech Stocks with Big Promise

13 Tech Stocks with Big Promise

Whatever they’re selling, companies often aim to entice you with ...
Value Investing and Today’s Affluent Portfolio

Value Investing and Today’s Affluent Portfolio

Every consumer likes a good bargain, particularly value investors, who ...
Using a Durable Power of Attorney

Using a Durable Power of Attorney

While an attorney is a licensed professional who is legally ...
What Is Power of Attorney?

What Is Power of Attorney?

Power of attorney (POA) means that you have granted an ...
Where There’s a Will, There’s a Way

Where There’s a Will, There’s a Way

A will is a formal legal document directing the settlement ...

Videos

Can I invest like a Billionaire?

Can I invest like a Billionaire?

Jim Hiles at First Capital and coach on GoPlan 101 ...
Active and Passive Investing

Active and Passive Investing

Jim Hiles discusses the differences between active and passive investing. ...
The Top 10 List of Personal Wealth Goals for 2019

The Top 10 List of Personal Wealth Goals for 2019

Jim Hiles talks about the 10 most desired outcomes that ...
SECURE Act December 2019

SECURE Act December 2019

Jim Hiles discusses changes in retirement planned distribution. Back to ...
Personal Tax Savings Ideas 2019

Personal Tax Savings Ideas 2019

Jim Hiles talks about high deductible health plans and accompanying ...
How to Avoid Going Broke in Retirement

How to Avoid Going Broke in Retirement

While you can’t guarantee your nest egg will last as ...
An Intro to Investment Principles

An Intro to Investment Principles

Jim Hiles provides an introduction to a continuing series focused ...
Investing Principles #3: Dividends and Compounding

Investing Principles #3: Dividends and Compounding

Jim Hiles explains the power of dividends and compounding, combined ...
Investing Principles #2: Cash Pays Less

Investing Principles #2: Cash Pays Less

Jim Hiles discusses how cash investments have diminished in return ...
Investing Principles #1: Long Term Investing

Investing Principles #1: Long Term Investing

Jim Hiles provides an explanation of investing principles for successful ...
Long Term Care: Life & Risks

Long Term Care: Life & Risks

A 20-minute webinar from GoPlan 101. Retirement has many risks ...
How to Save for College

How to Save for College

It’s never too late to start saving for your child’s ...
College Savings

College Savings

60% of families don’t have a college savings strategy. Learn ...
Get Started

Get Started

Take the first step toward achieving your dreams by setting ...
Digital Advice

Digital Advice

Having a financial plan can give you the confidence to ...
Annual Review

Annual Review

A lot can happen over the course of a year. ...
Creative Planning

Creative Planning

Comprehensive financial planning draws upon both sides of the brain. ...

Tools

Retirement Calculators
Mortgage, Loan, & Savings Calculators
Comprehensive Planning Tool
Costs of Long Term Care Calculator (By location, based on Genworth 2019 Survey)
One Page Financial Plan
Sample One Page Financial Plan
Budget Worksheet
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