Capstone Investment Financial Group

Starting in January, Social Security beneficiaries will see a 2.5% cost-of-living adjustment (COLA), raising the average monthly payment by around $50. This increase offers little relief to most and is a reminder that Social Security alone might not be enough for a secure retirement. Planning ahead and diversifying income sources are crucial strategies to build a more comfortable future. 🌱 #socialsecurity #retirementplanning #smartinvesting

Capstone advisor Lindsey Simek recently joined esteemed colleagues in Denver for the Private Wealth Mountain States Forum where she discussed the rising importance of ESG and the sustainability movement in private equity. The forum is a valuable opportunity to connect with industry leaders, discuss the most pressing challenges facing wealth management today, and exchange ideas to enhance our commitment to serving clients in a rapidly evolving landscape. Thank you to Markets Group for a great event. #ESG #wealthmanagement #responsibleinvesting. #MarketsGroupPW

🚨 Reminder: New Reporting Requirements for LLCs and Corporations In 2024, FinCEN introduced new Beneficial Ownership Information (BOI) reporting rules to increase transparency and reduce financial crimes. This impacts U.S. LLCs and many corporations. 📌 Who Needs to Report? All U.S. LLCs and corporations, plus foreign entities registered in the U.S., unless exempted (like publicly traded companies or banks). 📌 What to Report? Name, address, DOB, and ID info for all beneficial owners (those owning 25%+ or controlling the entity). 📌 Deadlines: LLCs before 1/1/24: Deadline is 1/1/25. New entities: File within 30 days of formation. 💡 Stay compliant to avoid penalties. Unsure? Consult a compliance pro or visit https://www.fincen.gov/ #BusinessCompliance #FinCEN #LLC #Corporations #BOI

We enjoyed this year's Colorado RIA Summit. It was a pleasure to have Capstone's Lindsey Simek participate on the “Women in the Wealth Management Industry" panel. Thanks to Portfolio Summits for hosting a great event.

How one investor aligns her portfolio with her values, plus more in our latest newsletter: https://lnkd.in/g2ufQBBe #investingwithimpact #ESG #financialplanning

Here’s something to contemplate on #FinancialAwarenessDay... Are your finances truly aligned with your needs, goals, and values? Financial clarity and confidence come when your personal finances reflect what truly matters to you. It’s not about hitting a specific age, income level, or net worth—it’s about ensuring you’re on the right path to where you want to be. Financial planning isn’t just for the wealthy; it’s for anyone who feels their finances could be more personalized to their unique journey. If you’re questioning whether you’re on track to meet your goals, or just want a second opinion, working with a financial planner can help bring your vision into focus. It’s never too early or too late to take control of your financial future. ✨ #FinancialPlanning #PersonalFinance

Get money tips for August in our latest newsletter. https://lnkd.in/gZ85AJNm

On September 5th, 2024 the wealth management community in Colorado will be joining together at the Clayton Hotel in Denver, CO 🏔 for a day of 6 panel discussions, 5 networking breaks, and a happy hour cocktail. We will be partnering with InvestmentNews and goRIA podcast for this summit! We will have a live streamed panel discussion dedicated to providing practice management and technology guidance to wealth managers looking to become Independent RIAs. You can learn more about what goRIA offers by following Charles "Chuck" Failla, CFP® or clicking here: https://lnkd.in/eT5b6ZB4 This will be a discussion that advisors will not want to miss! Are you interested in joining us? If so, please contact Amber Woytan on LinkedIn or at amber.woytan@portfoliosummits.com. Take advantage of excellent peer-to-peer education and opportunities to network at the event through one-on-one meetings. Speakers Include: • RJ Maunton, CFP®, ChFC®, Director of Advisory Services at Alpha Principle, LLC • Lindsey Simek, Lead Financial Planner at Capstone Investment Financial Group • Jason Cain, Managing Director at The Cynosure Group ...and many more! #PortfolioSummits #RIA #Wealthmanagement #Colorado #Community #Summits

A legislative oversight panel is considering whether to recommend further reforms to the Colorado Public Employees’ Retirement Association

Stakeholders are exerting strong pressure on CFOs to take more action on sustainability issues. #ESG, #Sustainability #CFO https://lnkd.in/etdrTnJj