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Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

OVER 40 YEARS OF EXPERIENCE.

Prior to starting Station Capital in 1995, our experienced professionals worked for a large, regional investment firm.

With client accounts dating as far back as 1969, we have been helping people reach their financial goals during more than 40 years of economic booms and downturns.

 

Client Services

Our relationships are based on a foundation of competence and trust.

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Tax Services

Special insight and perspective to help with your tax objectives.

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Helpful Content

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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