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CAPSTONE INDEPENDENT FIRM

4125 Embassy Drive SE
Grand Rapids, MI 49546

Phone:

(616) 949-7130

E-mail:

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Calculators

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STRENGTH  -  PERFORMANCE   -   INTEGRITY

Welcome to our web site. Here you will find a wealth of information in the form of newsletters, articles, calculators, and research reports.  We hope that your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth management. Most important, we hope you see the value of working with experienced professionals to pursue your financial goals.

We are here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we would not want you to miss any developments in the area of personal finance.

Suggests considering life insurance for stability during uncertain markets.

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At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Estimate the future value of your current savings.

This calculator can help you estimate your annual federal income tax liability.

How much can you afford to pay for a car?

This calculator can help you determine whether you should consider converting to a Roth IRA.

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