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Month: June 2017

WHY EVERY TEAM NEEDS A MANAGER

June 26, 2017BlogJustin Struble

Overview The world of finance today is far too vast and complex for any one advisor to become a “jack of all trades.” That’s why it’s important to build a team of advisors with expertise in different specialties, ranging from insurance coverage for life, health, disability, long-term care and retirement income to investment, tax, college,…

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TAX REFORM: WHAT’S ON THE DOCKET

June 10, 2017BlogJustin Struble

Overview In June of 2016, House Republicans introduced a 35-page tax reform blueprint that called for “a better way” to achieve three important goals: Fuel job creation and deliver opportunity for all Americans Simplify the broken tax code and make it fairer and less burdensome Transform the broken IRS into an agency focused on customer…

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BEST-LAID PLANS: WHAT CAN DERAIL RETIREMENT?

June 6, 2017BlogRetirement, retirement savings, will my money last through retirementJustin Struble

Overview We often fall into a trap where we think we have all the bases covered. Take retirement planning, for example. You can plan for the lifestyle you want. You can plan for the income you need. You can even stash away extra funds for unexpected expenses retirees typically encounter. But can you truly plan…

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We are an independent financial service firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Financial planning, investment advice and insurance provided through Business-owner Strategies Group, LLC a North Carolina Registered Investment Adviser and Licensed Insurance Agency d/b/a BSG Advisers. Wealth CAPS does not provide legal or tax services.

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