Preparing For Your Financial Future
In addition to serving your day-to- day financial needs, National Capital Bank is committed to helping you plan for a successful financial future. Our wealth management division, National Capital Financial Group, can work closely with you to develop a sound financial plan and implement an investment strategy.Services We Offer Meet the Team Contact Us
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Making retirement calculations isn’t about perfection; it’s about helping you prepare confidently.
Welcome to your 60s – the time in your life when retirement is less a far-off dream and more an immediate reality.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
For much of our lives, our parents are the ones who have to bring up uncomfortable topics. (Just think back — and squirm — to their birds and bees talk. Awkward, right?) But once we become adults, sometimes it’s our turn to start sensitive conversations.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Have you explored all your options when it comes to managing your taxable income?
Understanding the cycle of investing may help you avoid easy pitfalls.
What if instead of buying that vacation home, you invested the money?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
For women, retirement strategy is a long race. It’s helpful to know the route.